Key Features:

Client and Account Management:

• Comprehensive Client Profiles: Maintain detailed profiles for each client, including contact information, financial goals, risk tolerance, and investment preferences.
• Account Tracking: Monitor all client accounts, including assets under management, transaction history, and performance metrics.

Financial Asset Management:

• Portfolio Management: Track and manage client portfolios, including asset allocation, performance analysis, and rebalancing.
• Investment Tracking: Monitor individual investments, including stocks, bonds, mutual funds, and alternative assets.
• Risk Management: Assess and manage risk through tools that analyze portfolio risk and suggest mitigation strategies.

Reporting and Analytics:

• Dynamic Report Generation: Created custom reports using SSRS (SQL Server Reporting Services) to provide insights into financial performance, client portfolios, and market trends.

Workflow Automation:

• Automated Processes: Use of Power Automate to streamline routine tasks such as client onboarding, data entry, and compliance checks.

Data Security:

• Implemented robust security measures to protect sensitive client information and financial data.

Integration with Other Systems:

• Seamless Integration: Integrate with Client’s in-house portfolio management system and DocuSign for digital signature.
• Data Synchronization: Ensure real-time data synchronization between Dynamics 365 CRM and other systems.

Customization and Flexibility:

• Custom Entities and Fields: Create custom entities and fields to capture specific data relevant to financial asset management using JavaScript and C#.
• Tailored User Interface: Customize the user interface to meet the unique needs of financial advisors and asset managers.

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