Turnkey Integrations between CRM with All Major Custodians
AppCrown, the pioneer and a leading turnkey integration provider for wealth management systems and Salesforce CRM, has launched multi-custodial integrations for Salesforce Financial Services Cloud (“FSC”). Now, wealth management firms will be able to integrate custodial data (financial accounts, holdings, positions etc.,) and, with select custodians, other unique features (e.g., direct new account opening), can now be seamlessly integrated into Salesforce’s FSC. These integrations include financial data and automated household creation into a firm’s Salesforce FSC, something that is and has been difficult to achieve.
“What started with TD Ameritrade Institutional has, today, evolved into a turnkey multi-custodian integration engine that aggregates custodian data into Salesforce FSC, on a daily basis, and provides tremendous value for RIAs and broker dealers”
Rather than the traditional consultancy approach, AppCrown innovates the CRM market for wealth management by enabling advisory firms to automatically integrate, via turnkey AppCrown Apps, with critical 3rd party systems & back-office providers. From custodians to financial planning software and portfolio management systems, businesses will be able to automatically integrate into Salesforce.
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Since 2007, AppCrown has been one of the first integration partners for Salesforce.com’s wealth management strategy, and with the launch of TD Ameritrade’s Salesforce offering (2011) was the first provider for multi-custodial integrations into Salesforce Sales Cloud.
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“What started with TD Ameritrade Institutional has, today, evolved into a turnkey multi-custodian integration engine that aggregates custodian data into Salesforce FSC, on a daily basis, and provides tremendous value for RIAs and broker dealers,” said Ted Tsung, CEO of AppCrown.
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