AppCrown provides the most comprehensive integration
solution for broker-dealers and independent RIAs. AppCrown
is built on Salesforce.com, the world's largest CRM provider currently supporting more than 2
million users across 65,000+
organizations around the world.
With AppCrown, eMoney subscribers can integrate their important client data between eMoney's wealth management solutions and Salesforce Enterprise or
Unlimited Salesforce edition. The integration provides advisors with access to their clients'
up-to-date financial account information, holdings
details
and alerts in Salesforce.com.
Learn More
or call 888-989-8599, ext. 127.