Wealth Management: Keep Clients Happy and Loyal

Tailored for modern advisory teams, this solution enhances Microsoft Dynamics 365 to deliver personalized service, streamline onboarding, and deepen client relationships:

• Consolidate household data for a complete 360° view of clients and related parties

• Track portfolios, product interests, and wealth plans in one centralized platform

• Simplify onboarding with automated tasks, approvals, and visibility across teams

• Monitor sales pipeline performance with stage tracking and “what-if” fee modeling

• Leverage AI-driven insights to strengthen engagement and uncover new opportunities

A single, integrated solution that supports complex fund family structures, enabling the management of the reimbursable expenses of those structures:

• Get a complete audit trail, from the fund entity through the fund structure, across to the management company to the original Accounts Payable transaction and invoice copy
• Manage financial processes for expense allocation and/or fund accounting, depending on your requirements
• Use it as a single, end-to-end solution for all your needs or integrate it with the fund accounting tools your management companies use

Comprehensive tools for managing loan receivables that support approval, disbursement, collection, and fund monitoring:

• Customizable and integrated
• Automated AR system
• Enhanced data accuracy
• Efficient and cost-effective

A centralized, rules-based engine that transforms raw financial activity into clean, auditable, and compliant accounting—before it reaches your ERP:

• Ingest and standardize data from dozens of operational systems at high volume
• Apply complex accounting logic (e.g., revenue recognition, allocations, intercompany) consistently and in real time
• Ensure every transaction is audit-ready, traceable, and compliant with standards like IFRS 17 or ASC 606
• Eliminate Excel workarounds and reduce IT dependency by putting Finance in control of business logic
• Speed up the financial close and gain real-time visibility without overwhelming the general ledger

A complete solution built on Dynamics 365 Finance that enables you to automate the processes needed to set up and maintain multiple entities effectively and efficiently:

• Consolidate hundreds of entities on multiple levels in minutes, regardless of complexity, using just a couple of clicks
• Build workflows that simplify and secure processes by supporting master data management and segregation of duties
• Use a single workflow to manage multi-entity transaction imports
  Take advantage of robust, flexible fund accounting
• Quickly set up entities and keep them synchronized

A powerful solution that leverages Microsoft Fabric, Azure tools, and more to help you overcome data challenges by providing a unified platform for seamless data integration and comprehensive analytics capabilities:

• Provides scale and flexibility for enterprise-wide dashboard initiatives most traditional data warehouses don't offer
• Expedites the solution development process and achieves timely results by eliminating the need to build a solution from scratch
• Enables standardized process, reduced errors, and improved overall quality in solution development
• Manages data solutions of different scopes and complexities, providing guidelines for data requirements, facilitating scalability and adaptability to specific needs
• Provides a common framework with a single source of trust that teams can use to work together effectively

An end-to-end data management framework that helps you meet modern sustainability goals and ESG standards. AI-infused with deep data capabilities, it supports all your ESG data collection, local taxonomy tooling and compliance reporting needs:

• Easily collect, centralize, and manage data related to environmental metrics and generate a complete view of sustainability and ESG performance
• Generate interactive dashboards and reports to visualize your ESG data, enabling more informed decision-making and transparency in sustainability reporting
• Leverage "what-if analysis" and get insights into the impact of changes in energy consumption and operational practices on emissions and sustainability goals
• Use auto-generated sustainability reports to help save time and resources while ensuring accuracy and consistency