PODCAST · business
AppCrown Views & Insights for Wealth Management
by AppCrown
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.
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4
The Big Whole Truth of RIAs, Valuations and Technology
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: https://www.cnet.com/news/thomson-to-buy-digitrade/ 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.
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3
Master of Integrations: From DigiTrade to AppCrown
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.
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2
AppCrown Conversations with Ted Tsung/CEO & Founder
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!
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1
Creating Defensible Moats to protect your AUM
Welcome to the AppCrown LLC podcast. Today, 10.28.19, we will be discussing advisor trends and how to build "Defensible Moats" around your firm to protect your AUM. We welcome you to listen and check in to hear our podcasts. Just as well, we encourage you to explore our technology solutions for RIAs; feel free to schedule easily here: https://www.appcrown.com/new-page-1 Thank you! The AppCrown Team
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ABOUT THIS SHOW
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.
HOSTED BY
AppCrown
CATEGORIES
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Frequently Asked Questions
How many episodes does AppCrown Views & Insights for Wealth Management have?
AppCrown Views & Insights for Wealth Management currently has 4 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is AppCrown Views & Insights for Wealth Management about?
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....
How often does AppCrown Views & Insights for Wealth Management release new episodes?
AppCrown Views & Insights for Wealth Management has 4 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to AppCrown Views & Insights for Wealth Management?
You can listen to AppCrown Views & Insights for Wealth Management on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts AppCrown Views & Insights for Wealth Management?
AppCrown Views & Insights for Wealth Management is created and hosted by AppCrown.
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