External Links and Company Info
Buyer Fit
Target firm types
- RIAs
- Broker-dealers
- Banks
Target firm size
- Enterprise
- Mid-Size
Product Description
Product Positioning
Salesforce integration service connecting custodial, portfolio, and planning data into wealth management CRM workflows.
Description
AppCrown integrates multi-custodial, portfolio, and planning systems into Salesforce for wealth management firms, delivering managed CRM integrations and automated client data updates for RIAs, broker-dealers, and banks.
Integrations
AppCrown has 28 integrations in our directory
Search below to find what you're looking for
- Albridge Level 5
- Andes Wealth Level 1
- Black Diamond Level 5
- Broadridge Level 1
- DocuSign Level 4
- eMoney Advisor Level 5
- ENV2 Level 1
- Fidelity (National Financial) Level 3
- FIS Wealth Level 4
- FutureVault Level 1
- Goldman Sachs Custodial Solutions Level 1
- iRebal Level 3
- LaserApp Level 5
- MoneyGuide Level 5
- Morningstar Advisor Workstation Level 3
- MyNameFlow Level 3
- MyRepChat Level 3
- Office 365 Level 5
- Orion Advisor Services Level 5
- Pershing Level 5
- Raymond James Level 1
- RBC Black Level 1
- Salesforce Level 5
- Schwab Advisor Center Level 4
- SEI Wealth Level 1
- Tamarac Level 4
- Vestmark Level 1
- Zephyr Portfolio Analytics Level 1
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
Periodic SOC certification, Periodic Penetration Testing (aka PEN tests), ISO 27001 certification, Other
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
OAuth, SAML 2.0
Data refreshed live via API
Yes
Developer portal exists
No
Developer sandbox URL
No
