AppCrown is an industry data company delivering turnkey multicustodial integrations and multi-app integrations [e.g., eMoney, MoneyGuide Pro, BlackDiamond, Envestnet, Orion, Zephyr] into CRM, notably Salesforce Financial Services Cloud [FSC]. All multicustodian integrations and app integrations into CRM, native to platforms like Salesforce Financial Services Cloud, within 24hrs, integrated automatically to all individuals + households + natively dynamic breakout of trust & estates [beneficiary details etc.,]. AppCrown also combines Salesforce + aggregators [BlackDiamond etc.,] + Custodians to create a holistic system, turnkey, without any duplicates and scales from 1 advisor to 1,000 advisors. AppCrown also integrates multiple systems to create "new' data within Salesforce to drive competitive wealth management analytics [real empowerment] to help advisors scale client interactions and establish a reproposal & analysis strategy for next-gen assets. https://www.bloomberg.com/press-releases/2021-03-12/appcrown-announces-turnkey-multi-custodial-integration-capability-for-salesforce-financial-services-cloud-fsc?sref=hpVWMMTg https://www.bloomberg.com/press-releases/2021-03-23/appcrown-announces-turnkey-albridge-integration-capability-for-salesforce-financial-services-cloud-fsc?sref=hpVWMMTg https://www.netxservices.com/IntegrationCatalog/catalogpages/1-discover/third-party-providers https://advisorservices.schwab.com/provider-solutions/Industry-Data-Wealth-Management
AppCrown has launched a turnkey [within 24] enterprise level integration of multicustodian and multiapps [planning software, portfolio accounting system, performance reporting system, proposal software] into Salesforce FSC. Large RIAs that are acquiring fellow RIA’s are able to track all advisory teams from a single CRM platform [Salesforce Financial Services Cloud] with comprehensive integrations, regardless of source system, and scales automatically within 24hrs [no code, no setup]. With select custodians and clearing providers, firms can send household data back and forth by/between Salesforce Financial Services Cloud with clearing/custodian systems for true bi-directional capabilities. For breakaway advisors, utilizing best-in-class CRM [e.g., Salesforce Financial Services Cloud] can also scale with custodian integrations and automated household & individual relationship & details creation from the custodian system.