The partnership paves the way for collaboration between Solunus and AppCrown to offer a consultancy service for Registered Investment Advisors (RIAs) and other wealth management service providers to scale their technology stack seamlessly and enhance their bottom line; the Dallas, Texas based Salesforce services firm will deliver services to enhance the utility provided by AppCrown’s IT integration infrastructure, which includes industry-leading systems such as Pershing, Schwab, eMoney and MoneyGuide Pro, by seamlessly connecting it with cloud-hosted enterprise Customer Relationship Management (CRM) systems that run on Salesforce Financial Services Cloud (Salesforce FSC).

Announcing the partnership, Mr. Banu Ramamurthy, the CTO of Solunus Inc. said, “We’re excited to tie up with AppCrown. The world of financial services is increasingly driven by technology, and this is compelling wealth management organizations to implement feature-rich CRM systems such as Salesforce FSC and ensure their proper integration with platforms used by custodians, clearing and financial planning software, portfolio management tools and various other third-party systems to provide hassle-free experiences to their clientele.

“This calls for the services of an experienced consulting firm that understands the needs of the industry. Solunus enables BFSI companies of all sizes to make the best use of Salesforce to improve efficiencies, stand out in a highly competitive market, enhance customer experience and increase their revenues,” Mr. Ramamurthy said.

“The synergy of Solunus with AppCrown will facilitate integration of the latter’s industry data into enterprise CRM systems that leverage Salesforce FSC. AppCrown’ s strong capabilities to deliver managed turnkey integrations, together with Solunus' rich experience on the Salesforce platform, allow our clients to get the big picture of their customers across all touchpoints and interactions. This partnership will enable our customers to build solid relationships with their clients. We look forward to working with Team AppCrown to deliver the best value,” he added.

Expressing his happiness over the partnership, Mr. Franklin Tsung, the Growth Advisor of AppCrown LLC said, “Solunus’ impeccable track record of Salesforce implementations speaks for itself. We’re delighted to work with Banu and his team. We’re eager to showcase the transformational thought leadership with actionable implementation and integration takeaways that financial services firms can immediately utilize to manage through the challenging operating environment."

About Solunus
Solunus https://www.solunus.com/ is CREST (Gold) Salesforce partner organization. It provides a comprehensive range of Salesforce services to financial services organizations of all sizes. Solunus has helped globally-renowned companies such as Muriel Siebert & Co., empowering them to harness state-of-the-art CRM applications to delight their customers. All members of Solunus’ delivery team are certified by Salesforce. Its novel solutions for the Salesforce platform help firms to strengthen their relationships with their clientele and enjoy high levels of growth.

About AppCrown
AppCrown delivers industry data for financial services firms seeking to establish turnkey integrations and consolidate highly complex financial data systems into a Single Source of Truth (SSoT) platform. AppCrown’s expertise in delivering turnkey multi-custodian, clearing and application integrations such as financial planning, portfolio management system and bank data integrations into a centralized CRM enables wealth and asset management companies scale their entire enterprise data strategies seamlessly.