Unified Data and Technology
Leverage our Web, mobile and Power BI application marketplace or submit your own app idea and we will quickly build it for you and your team. Optionally, host your app on Azure to easily connect to all other Microsoft applications for a totally unified experience, free from data related issues and challenges.
For wealth management firms, Connect to client accounts from hundreds of custodians. Incorporate data from hundreds of other sources.
For a free consultation e-mail us at [email protected].
A Unified Microsoft Based Ecosystem for All Operations
Eliminate the time-consuming task of entering data into multiple applications. Manage operations from tools you are already familiar with plus when adding new tools, your data can be quickly connected.
Excel
Reports and dashboards for portfolio reviews, management fees, rebalancing, and analytics. Power Query, Power Pivot and Python make excel a very powerful alternative.
Power BI
Take excel to another level with compelling visuals and reports. From compliance to financial planning to statements all with one sophisticated tool.
Report Builder
Power BI Report Builder creates pixel-perfect or printable reports. Design detailed, formatted reports that can span multiple pages, ideal for statements, invoices and portfolio reviews.
Power Automate
Create automated workflows between apps and services to synchronize files, get notifications, collect data, and streamline repetitive tasks.
Power Apps
Create custom applications tailored specifically to your wealth management workflows without extensive coding knowledge.
SharePoint
A web-based collaboration and document management platform developed. It allows organizations to store, organize, share, and access information securely from any device.
Dynamics 365
A cloud-based solution designed to help businesses manage customer relationships, sales, marketing, and service operations. It enables teams to track customer interactions, automate workflows, manage leads and opportunities.
Outlook
Outlook is the perfect e-mail option as it natively connects to the other Microsoft applications. It seamlessly syncs across devices for easy access to messages and appointments anytime, anywhere
The Most Advanced Reporting and Analytics Solutions
Excel, Power BI and Power BI Report Builder
The versatility and sophistication of Power BI makes it an ideal option for everything from simple dashboards to machine learning and predictive analytics.
Power BI Report Builder is designed for printable reports, statement or invoices. Automate processing them with Power Automate for delivery to SharePoint or some other destination.
Excel remains one of the most widely used data analysis tools in the world. Power Query and Power Pivot make it even more powerful. Making it a great option for data dashboards, reporting, and more. With the recent incorporation of CoPilot and the Python data language makes Excel more powerful than ever. Our prebuilt solutions are available in both Excel and Power BI versions. Allowing users to work with the tool they are most comfortable with.
Customizable Solutions with Power Apps
Power Apps are a collection of low-code tools that allows users to build custom business applications, automate workflows, and analyze data It also offers integration with other Microsoft and third-party applications. It is the perfect bridge between your custodial data and CRM.
Microsoft Power Platform enables users to streamline processes, gain insights from their data, and build custom solutions to meet their business needs. It is designed to be accessible to users with varying levels of technical expertise, making it easier for organizations to create custom applications and automate workflows.
Client Intake Forms
Create digital forms that capture all necessary client information seamlessly and feed directly into your database, eliminating duplicate data entry.
Advisor Dashboards
Build personalized dashboards for advisors to track their client portfolio performance, upcoming meetings, and outstanding tasks in one central location.
Client Support Dashboards
Build dashboards with key information from multiple sources. Providing support staff a clear picture of the client relationship.
3rd Party Data and Research
In addition to custodial and CRM data bring in data from 3rd party sources, spreadsheets, PDF’s, cloud data sources and hundreds of other sources. Within the Microsoft Fabric environment utilize Notebooks, Data Pipelines and Data Warehouse to obtain, process and store data for use in your suite of applications.
For additional information contact us at [email protected] or call 978-810-5230
PowerOffice365
Boston, MA