10 July 2023The ClientThe Client is a Leading financial services firm specializing in family wealth management.The NeedThe Client’s existing paper-driven and manual processes had become cumbersome and inefficient for updating,...
10 July 2023The ClientThe Client is a leading financial firm specializing in alternative investments.The NeedIn the rapidly evolving landscape of alternate investments, our client, faced challenges with their existing data...
10 June 2023The ClientThe Client is a prominent financial portfolio management firm based in South Asia.The NeedThe client had been managing several custom portfolios within their SharePoint environment and with...
10 July 2023The ClientThe Client is a leading Financial Consulting and Tax Planning Company in the U.SThe NeedSought to streamline their tax filing and financial consulting processes by developing a...
03 July 2023In today's rapidly changing and data-centric business environment, financial planning and analysis have become indispensable for organizations to make well-informed decisions and maintain a competitive edge. Fortunately, with...
03 July 2023In today's digital age, data security and privacy are of utmost importance. When developing and deploying PowerApps, ensuring proper permission management is crucial to protect sensitive information and...
12 June 2023In today's digital age, it is crucial for wealth management firms to embrace technology and streamline their processes for enhanced efficiency and client satisfaction. One powerful tool that...
10 May 2023In the fast-paced world of wealth management, time is money. Financial advisors and wealth managers are constantly juggling multiple tasks, from client onboarding to portfolio management, and everything...
27 October 2022The concept of "no code" and "low code" development has rapidly gained popularity in recent years.According to Gartner, by 2025, these approaches are expected to be utilized in...
07 September 2022 Today’s business users are constantly looking for ways to make their lives easier and cut down on energy usage. They’re also likely looking for a system that can...