Fintech Integration Marketplace

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.

AppCrown

AppCrown delivers highly specialized Apps built around specific industry needs across all of wealth management.

Fast growing RIAs need more than a great CRM, they need to integrate other technologies, consolidate operations, integrate data from back office and front office systems, and scale technology across multiple advisors managing multiple client relationships.

AppCrown
  • The Apps:
    • Wealth Plus App
    • MyCustody App
    • Lightning Platform
  • Services:
    • Data Migration
    • Systems Architecture
    • Custom Development
AppCrown

Companies that integrate with AppCrown

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Albridge | BNYMellon
Albridge Applink
Through Applink™ integration solution, advisors can seamlessly access tools for CRM, portfolio management, risk management and more.
Black Diamond
Black Diamond | Advent | SS&C
The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers.
NaviPlan by Advicent
NaviPlan | Advicent
From simple goal-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door.
Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.

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Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

AppCrown

Get instant integration assistance

It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.