This solution harmonizes a bespoke web application with Dataverse and Power Pages, revolutionizing client interaction management for investment advisors. The main feature is a custom Power Pages website designed for comprehensive investment management, where we implemented advanced security configurations for Traders Groups using Account Security. This ensures clients can see records based on their accounts, and account groups, guaranteeing record safety. Additionally, a Model-Driven App interface was developed for administrative tasks, streamlining client onboarding automation and secure authentication processes. Custom styling and logic were implemented, moving beyond out-of-the-box styling limitations to create a site that precisely meets client specifications. This setup supports a franchise model with branches in multiple cities, with centralized management from the headquarters in Chicago, ensuring robust file management, enhancing data integrity, and accessibility for superior investment advisory services.
The investment management sector faces significant challenges due to fragmented client management systems and inadequate security protocols. Investment firms often struggle with managing client data securely across multiple locations and ensuring that each manager only accesses their designated clients. This fragmentation leads to inefficiencies, data discrepancies, and compliance risks. Moreover, the complexity of integrating different systems used by various branches and franchisees complicates seamless data exchange and collaboration, hindering operational efficiency and client service quality.
We have developed a comprehensive solution for investment firms using Power Platform. Our custom Power Pages website integrates with Dataverse and advanced security configurations for Traders Groups, ensuring investment managers securely access and manage client records based on accounts and account groups. This setup allows managers to access only their designated clients, enhancing data security and client confidentiality. A Model-Driven App automates client onboarding and authentication processes, enhancing operational efficiency and regulatory compliance. Custom styling and logic tailored to client needs support a franchise model with centralized management, ensuring robust data management and superior advisory services.
This solution harmonizes a bespoke web application with Dataverse and Power Pages, revolutionizing client interaction management for investment advisors. The main feature is a custom Power Pages website designed for comprehensive investment management, where we implemented advanced security configurations for Traders Groups using Account Security. This ensures clients can see records based on their accounts, and account groups, guaranteeing record safety. Additionally, a Model-Driven App interface was developed for administrative tasks, streamlining client onboarding automation and secure authentication processes. Custom styling and logic were implemented, moving beyond out-of-the-box styling limitations to create a site that precisely meets client specifications. This setup supports a franchise model with branches in multiple cities, with centralized management from the headquarters in Chicago, ensuring robust file management, enhancing data integrity, and accessibility for superior investment advisory services.
The investment management sector faces significant challenges due to fragmented client management systems and inadequate security protocols. Investment firms often struggle with managing client data securely across multiple locations and ensuring that each manager only accesses their designated clients. This fragmentation leads to inefficiencies, data discrepancies, and compliance risks. Moreover, the complexity of integrating different systems used by various branches and franchisees complicates seamless data exchange and collaboration, hindering operational efficiency and client service quality.
We have developed a comprehensive solution for investment firms using Power Platform. Our custom Power Pages website integrates with Dataverse and advanced security configurations for Traders Groups, ensuring investment managers securely access and manage client records based on accounts and account groups. This setup allows managers to access only their designated clients, enhancing data security and client confidentiality. A Model-Driven App automates client onboarding and authentication processes, enhancing operational efficiency and regulatory compliance. Custom styling and logic tailored to client needs support a franchise model with centralized management, ensuring robust data management and superior advisory services.