Tag : AppCrown

AppCrown and Future Advice Unveil the Future of Wealth & Asset Management with Zero Touch CRM Update Technology, a Digital Advisor Messaging Service that Automatically Connects Wealth & Asset Management with Relationships & Investment Advisors
Finance Fintech News

AppCrown and Future Advice Unveil the Future of Wealth & Asset Management with Zero Touch CRM Update Technology, a Digital Advisor Messaging Service that Automatically Connects Wealth & Asset Management with Relationships & Investment Advisors

Business Wire
by Business Wire0
Wealth & Asset Management Firms Can Go Beyond the Website and Reach More Relationships AppCrown, a privately held technology company based in New York, is pleased to announce the leading Digital Advisor Messaging Service for asset management firms, solving the critical hurdle of reaching more relationships and investment advisors through......
AppCrown And FutureVault Announce Strategic Partnership
News

AppCrown And FutureVault Announce Strategic Partnership

Fintech News Desk
by Fintech News Desk0
FutureVault, an industry-leading provider of secure document exchange solutions and pioneering Personal Life Management Digital Vaults, and AppCrown, a leading Salesforce integration and industry data provider, announced a new strategic partnership. The newly formed partnership will connect AppCrown’s enterprise middleware with FutureVault’s secure digital vault platform to build an Integrated Wealth Management......
Informa's Zephyr Announces Salesforce Cloud Integration Via AppCrown
Finance News

Informa’s Zephyr Announces Salesforce Cloud Integration Via AppCrown

Fintech News Desk
by Fintech News Desk0
Powerful AppCrown technology makes integration seamless, without code, no manual input and within 24 hours Zephyr, a subsidiary of Informa plc, and a recognized leader in providing data, insight and analysis to investment professionals and financial advisors via their Zephyr financial services platform, has partnered with AppCrown, making it possible......
AppCrown Announces Turnkey Multi-Custodial Integration Capability for Salesforce Financial Services Cloud
Finance Fintech News

AppCrown Announces Turnkey Multi-Custodial Integration Capability for Salesforce Financial Services Cloud

Fintech News Desk
by Fintech News Desk0
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.,)......
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