For Immediate Release


Becomes Wealth Management Group’s Exclusive Provider
AppCrown Teams Up With The Wealth Engineering Family of Companies
Orlando Florida, March 5, 2020 – The Wealth Engineering Family of Companies is pleased to announce its selection of AppCrown as the exclusive provider of a fully integrated wealth management digital App for it’s network of over 2,100 wealth management, accounting, investment, insurance and law firms across the globe.

“We are excited to add AppCrown to our Expert Sourcing Team,” said Wealth Engineering CEO and Managing Partner, Nick Gregory, ChWE, CEBA, ChFWA. “a fully integrated wealth management digital App is a necessity when it comes to providing dynamic wealth advisory in today’s world. The experience of AppCrown and its expertise in this area make the organization a natural fit for our team.”

“We are honored and look forward to embedding our integrated wealth management App into the WE Expert Sourcing Team.” said Ted Tsung, CEO of AppCrown.

With this announcement, AppCrown joins an arsenal of best-of-breed expert sourcing firms that provide a vast array of services to WE’s network of wealth management firms, accounting firms, investment and insurance advisors and attorneys across the nation. The result is the fusion of advanced knowledge, experience, services, and products with sound engineering principles to create a synchronized hub for family and business wealth building.

Founded in 2009, AppCrown is the App company for wealth management, supporting 4,000 firms and aggregating & integrating over $300 billion of AUM per day into the cloud. Whether your firm is utilizing multiple custodial relationships, various 3rd party applications [e.g., MoneyGuide Pro, EMoney, BlackDiamond, Envestnet etc.,], AppCrown’s wealth management App’s helps integrate all systems through scalable turnkey solution. For those seeking greater utilization from their Salesforce CRM [any version], AppCrown’s App’s deliver tremendous innovations that significantly drives profitability and prospects.
 
From its headquarters in Orlando, Florida, The Wealth Engineering Family of Companies (WE) serves over 2,100 wealth management, accounting, investment, insurance and law firms across the globe. WE helps these professionals harmonize the complex wealth of families and businesses through the organization’s WealthEngineering Process and its Exclusive Consortium of Expert Sourcing Firms. WE is also the governing body and grantor of the Chartered Wealth Engineer (ChWE) professional designation. For more information, visit www.TheWEInstitute.com or call 407.878.3520.