10 July 2023 The Client The client is a reputable wealth management firm offering comprehensive investment solutions. The Need The Client was facing the challenge of managing multiple cloud licensing systems while utilizing Google Workspace and Microsoft 365 Business for their operations. Seeking to consolidate their setup and take...
10 June 2023 The Client The Client is a prominent financial portfolio management firm based in South Asia. The Need The client had been managing several custom portfolios within their SharePoint environment and with an increasing number of customers and documentation, the client was looking at a more inclusive...
10 July 2023 The Client The Client is a leading Financial Consulting and Tax Planning Company in the U.S The Need Sought to streamline their tax filing and financial consulting processes by developing a user-friendly portal. This portal needed to facilitate efficient access management for both internal and external...
03 July 2023 In 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 the advancements in technology, businesses now have access to sophisticated tools that streamline the financial...
03 July 2023 In 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 maintain a secure environment. Whether you're a business professional, IT administrator, or developer, understanding the...
12 June 2023 In 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 can aid in this digital transformation is Microsoft PowerApps. In this blog post, we will...
10 May 2023 In 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 in between. However, many of these tasks are manual and repetitive, draining valuable time and...
27 October 2022 The 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 around 70% of new applications created by businesses. No code and low code tools empower...
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 automate the process of switching apps, software, devices, etc. The distinctions between these two main...
19 July 2022 What are Power Apps? PowerApps is a powerful business tool that takes advantage of the cloud to provide you with a powerful platform to build apps, automate workflows, and integrate data to connect, analyze, and automate in new ways. You can create powerful apps...