Every Data Source. One Intelligence Layer.
AppCrown's multi-custodian integration engine connects your firm's data — from Schwab and Fidelity to internal CRM and portfolio systems — into the Salesforce-Lake platform that powers FutureKPIs.
Request a DemoThe Salesforce-Lake Platform
How AppCrown Powers FutureKPIs
Most RIA analytics tools are limited by fragmented data. AppCrown solves this at the source — aggregating custodian feeds, portfolio data, and internal operational data into a unified, normalized data lake built on Salesforce. FutureKPIs sits on top of this foundation, delivering KPI intelligence that reflects your entire firm in real time.
Custodian Data Feeds
Direct integrations with 12+ custodians including Schwab, Fidelity, Pershing, TD Ameritrade, and more. Automated daily reconciliation and position-level data normalization.
Portfolio & Account Data
Household-level aggregation, account performance attribution, fee calculation, and billing data — all unified across custodians into a single account model.
Salesforce-Lake Platform
AppCrown's proprietary data lake built on Salesforce infrastructure. Provides the governed, audit-ready data foundation that FutureKPIs queries for all KPI calculations.
FutureKPIs Intelligence Layer
Real-time KPI dashboards, advisor scorecards, M&A analytics, and lending packages — all derived from the clean, unified data in the AppCrown platform.
Multi-Custodian Coverage
12+ Custodian Integrations. Zero Manual Reconciliation.
AppCrown maintains direct data connections with the custodians your firm uses — so your KPIs are always current, accurate, and complete.
Platform Capabilities
What the AppCrown Integration Unlocks
Automated Data Reconciliation
Daily automated reconciliation across all custodian feeds eliminates manual data entry and ensures your KPIs reflect accurate, up-to-date positions.
Unified Account Model
Households, accounts, and relationships are normalized into a single model regardless of which custodian holds the assets — enabling true firm-wide analytics.
Audit-Ready Data Governance
Every data point is timestamped, versioned, and traceable. The Salesforce-Lake platform provides the compliance-grade data lineage your firm needs.
Real-Time KPI Refresh
KPI dashboards update as new custodian data arrives. No stale reports, no end-of-month surprises — just current intelligence when you need it.
Internal CRM Integration
AppCrown connects to your Salesforce CRM, pulling advisor activity, pipeline data, and client relationship context into the KPI layer.
M&A Data Room Ready
When you enter a deal, the AppCrown platform can generate a structured KPI data package for due diligence — pulling from the same governed data your firm runs on daily.
See the AppCrown Platform in Action
Request a demo to see how FutureKPIs and AppCrown work together to deliver unified KPI intelligence for your firm.