AppCrown is the market leader for delivering comprehensive wealth management solutions by integrating critical back-office systems and 3rd party software into the global leading CRM platform, Salesforce.com.
Financial advisors often have a portfolio accounting system, a financial planning system, a custodian relationship (or many custodian relationships), and a CRM.
More often, these systems are not integrated and the hurdles of an advisory firm are scale and how to manage the quality of service despite growth in the number of households being serviced at any given time.
These issues are real and a roadblock for an RIA seeking to evolve into an institution. AppCrown placates this specific hurdle by integrating operations, middle office workflows, back-office custodians into a CRM platform, Salesforce.com.
Within Salesforce.com, the advisers will have access to interactive decision-making tools and advisory focused dashboards that target client service activities, holding client meetings, setting follow updates, and having the system alert the advisor of the next family to follow through with.
AppCrown is the pure play for integration technology. We started this business in 2006, well before Schwab Open View or the idea of Salesforce for RIAs. The industry caught up and here we are today, still the pure plays but substantially larger.
AppCrown now integrates to over 12+ major vendors, ability to integrate multi-custodian feeds, and deliver decision making tools that drives the independent advisors business
Franklin Tsung’s company, BlackCrown, filed suit in New York against Schwab and TD, but his decision to do so without a lawyer made it a clear 'stunt,' sources say.
361 Capital has eight-year asset rise from $100 million to $1.7 billion then makes two people moves after net inflows slow to trickle
The liquid alts provider is a beneficiary of referrals from Lovell Minnick, which owns a stake, but will need to apply 'elbow grease' to marketing to keep pace with redemptions and the law of large numbers
Salesforce's slew of new advisor-focused CRM upgrades gets slammed, while a rival CEO says fresh changes won't 'slow the stampede' of RIAs fleeing the San Francisco giant
A year after Salesforce launches its long-awaited Financial Services Cloud--a financial advisory-focused twist on its CRM software that remains a Fortune 500 darling--the giant vendor unleashed a glut of upgrades
As Salentica settles into life as SS&C's fair-haired CRM, downsides of being a sheltered software child are also apparent, critics say
Black Diamond and Advent are still in reach but the firm's appeal to smaller fry in need of low pricing is more limited
Downmarket Redtail hustles at 'crazy pace' to steal march upmarket as CRM rival Junxure wires merger and Salesforce relaunches as an off-the-rack product
The Sacramento-based CRM firm moves to 'Transaction Alley' in Atlanta from the Georgia 'burbs to attract urbane engineers