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

By AIT News Desk On Mar 15, 2021

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.

Recommended AI News: GrammaTech Introduces Shift Left Academy

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 3^rd party systems & back-office providers. From custodians to financial planning software and portfolio management systems, businesses will be able to automatically integrate into Salesforce.

95 Percent of Retail Leaders Prioritize AI, but Only 40 Percent Feel Ready Due to Data Gaps

Nov 21, 2024

Baffle Announces Vector Database Protection to Enhance Data Security for GenAI Applications

Nov 21, 2024

H2O.ai Generative and Predictive AI Now Validated on the Dell AI Factory with NVIDIA

Nov 21, 2024

Prev Next 1 of 40,497

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.

“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.