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 turnkey integrations into Salesforce Sales Cloud.
FREMONT, CA: AppCrown, the pioneer and a leading turnkey integration provider for wealth management systems and Salesforce CRM, has enhanced existing integrations between Albridge with Salesforce.com to be integrated with Salesforce Financial Services Cloud (FSC).
Since 2009, AppCrown has been an Applink partner with Albridge, connecting Albridge to Salesforce through their turnkey industry integration engine. As the world moves towards Salesforce FSC, so does AppCrown’s turnkey integration platform. Their turnkey Albridge integration includes single sign-on capability, daily automated financial data, daily automated holdings, and daily automated positions integration into Salesforce FSC.
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 turnkey integrations into Salesforce Sales Cloud.
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“We see this as a highly value add for our existing AppCrown-Albridge customers alongside any prospective firms seeking turnkey Albridge integrations into Salesforce FSC. As a decade long partner with the Albridge Applink program, this will be meaningful,” said Ted Tsung, CEO of AppCrown.
AppCrown, a privately held technology company, based in New York, is transforming the way wealth management firms set up their CRM integrations with critical 3rd party systems, delivering turnkey, out-of-the-box automated integrations rather than the traditional consult and build approach.
“Our multi-custodian integration solutions aggregate custodian data into Salesforce Financial Services Cloud (FSC), providing tremendous value for clients in the wealth management and banking sector,” said Franklin Tsung, Fintech Growth Strategist, AppCrown.
AppCrown was selected as one of the Top 10 Wealth Management Technology Solution Providers-2021 by the Banking CIO Outlook magazine.
