Welcome independent RIAs.
We have a straightforward goal: We’ll give you back an hour a day of your working time so that you can reinvest in growing your business.

To achieve this goal, we have leveraged our in-depth knowledge of your space and built our business around the business of independent RIAs. The result? For the first time, advisors and registered reps have the ability to perform in real-time through a single portal core tasks such as client prospecting, client onboarding, transaction processing, client monitoring, and client servicing activities.

What does it mean to you? AppCrown’s platform was conceived to empower you to achieve two critical and strategic goals towards your success:

• Fully automate workflows and repetitive, time-consuming and error-prone tasks and, concurrently, structure your work schedule in a more efficient manner
• Reduce paperwork handling time and invest your re-gained time in practice building activities like client servicing and prospecting

The AppCrown Wealth Plus offering consolidates an advisor's book of business and the firm’s business processes to support the entire client relationship cycle.