Our Mission

Industry Data

AppCrown delivers managed turnkey integrations of critical back office systems + 3rd party applications into an enterprise CRM, bringing together Industry Data for the Customer to begin building complex financial analytics around the customer.

Industry Data for Wealth Management

AppCrown’s Industry Data has identified key data points that fuel wealth management firms. We bring this into the enterprise CRM:

• Household Level Details

• Individual Level Details

• Holder/Beneficiary Details

• Portfolio Level Details

• Financial Account, Holdings & Attribute Details

• Account Profile Attributes & Compliance Details

• Transaction Compliance & Bookkeeping Monitoring

• Cash Management Monitoring