Rep Plus

REP Plus was developed to become the broker dealers platform to manage advisers and cut costs on compliance & middle office operations. 

As Broker Dealers grow with costs and the increasing demands of rep/adviser oversight & revenue generating activities - firms will need to scale and leverage technology to cut costs and increase profit margins. 

REP Plus connects with your clearing systems, commission systems, and Salesforce CRM system in order to present a business management solution that will track your Rep/Advisors Revenue Performance, Quality of Book Statistics, and Compliance Automation + New Account Opening solutions 

Needs Satisfied with REP Plus

Integrated Salesforce CRM (Compatible with any Salesforce licenses acquired directly or  by any OEM/ Overlay provider) 

Integrates with any 3rd party application (I.e., financial planning) 

Integrates with any Clearing (or Custodian) back office 

Integrates with DST, DTCC and DAZL 

Integrates with any commission system 

Please email us to learn more: 

Sales@Appcrown.com