Since 2007, AppCrown is the undisputed leader for an integrated wealth management cloud. Built on Salesforce.com technology, AppCrown supports wealth management businesses by delivering turnkey integrations, highly specialized wealth management tools, and wealth management business analytics. Today, our firm supports over 4,000 customers - integrating and aggregating data & analytics of over $300 billion per day.
AppCrown Views & Insights for Wealth Management
Claim This Podcastby AppCrown
4 episodes
Updated Daily
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Podcast Overview
Since 2007, AppCrown is the undisputed leader for an integrated wealth management cloud. Built on Salesforce.com technology, AppCrown supports wealth management businesses by delivering turnkey integrations, highly specialized wealth management tools, and wealth management business analytics. Today, our firm supports over 4,000 customers - integrating and aggregating data & analytics of over $300 billion per day.
Language
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Publishing Since
10/28/2019
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Recent Episodes
September 28, 2020
The Big Whole Truth of RIAs, Valuations and Technology
<p>This episode discusses the lessons learned by Ted from leading Thomson Financial as the Chief Technology Advisor (CTA) post acquisition of his business (DigiTrade). News of the acquisition can be found here: <a href="https://www.cnet.com/news/thomson-to-buy-digitrade/" rel="ugc noopener noreferrer" target="_blank">https://www.cnet.com/news/thomson-to-buy-digitrade/</a></p> <p>We discuss real historical projects (from Thomson Financial & Merrill Lynch), what Ted had done as a Fortune 500 company executive, lessons he's brought to the RIA community and stories on how RIA's have looked & should look at their business; in terms of valuations & rationale for tech projects.</p>
September 14, 2020
Master of Integrations: From DigiTrade to AppCrown
<p>In this episode, Franklin & Ted discusses the early days of DigiTrade (the first online stock brokerage platform), enabling discount brokers to evolve through the internet, and where Appcrown is today. We also discuss stories from other RIAs and share insights on how to prepare/plan/engage/launch your own technology projects. </p>
August 30, 2020
AppCrown Conversations with Ted Tsung/CEO & Founder
<p>Conversations with Ted Tsung, Founder & CEO of AppCrown LLC will earn you integration accolades. This episode discusses the beginnings of AppCrown, what lead up to the creation of AppCrown's integration mission statement, and what Financial Advisors need to think about when crafting their own visions for their own practices. Quick. Easy. Great to Consume. Listen and subscribe! </p>
4 total episodes available
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