RIAs: Solve All Integration and Implementation Hurdles with AppCrown

Solve The CRM- Integration Hurdles with AppCrown

Since 2008, AppCrown has been building and maintaining the integrations of multiple systems into Salesforce, enabling RIA’s to transform their CRM (e.g., Salesforce) experience into an integrated hub for practice management.

AppCrown scales all integrations into CRM for wealth management firms. RIAs utilize AppCrown to connect multi-custodian and multi-application data into enterprise platform’s such as Salesforce Financial Services Cloud.

RIAs can expect to have their financial planning software (e.g., eMoney, MoneyGuide Pro), and custodians (Schwab, Fidelity, Pershing, SEI, Raymond James, RBC) connected and integrated into CRM to manage operations & scale client servicing.

Foundation & Basic

  • The basic package offers independent RIAs with turnkey integrations of multiple custodians, portfolio management systems, planning systems into Salesforce. This is a valuable service as it solves many hurdles for RIAs acquiring Salesforce and needing complete integrations to have a functional CRM experience

  • Low Cost Monthly Fee (No Per User Per Month). Email sales@appcrown.com for a demo

Growth & Scale

  • Beyond integrations, financial advisors need to obtain practice data and AUM analytics. We help firms with transformative solutions that helps RIAs consolidate NNA data points into trackable KPIs + tracking client service team performance. All this translates to increasing relationships per full time employee, thereby increasing profitability per advisor.

  • Mid tier flat fee per month. Still far lower than any per user per month or "data warehouse" alternative. We differentiate by delivering actual outcomes. Email us at sales@appcrown.com for further details.

Platform Building

  • For RIAs with multiple financial advisors and acquiring other practices, the firm needs to manage multiple advisory teams, track existing & net new asset activity - essentially, the competition is to scale fast and large without losing personalized experiences. This platform service helps advisors with true competitive advantages

  • This is a flat enterprise fee, all in model, that is still competitive and low-cost compared to alternative options to build in-house development teams & technology infrastructure. Email us today, sales@appcrown.com for further details.