Dynamics 365 Business Central
Simplify Time, Billing & Financial Management
For many financial services firms their time, billing and financial management systems are either too small, too big or just overly complex.
Leveraging the power of Microsoft Dynamics 365, Dynamics 365 for Wealth Management is the next generation of intelligent business applications designed to enable firms to grow, evolve and transform.
Here are just some of the advanced business features: Multi-Company with full Dimension Reporting – Tracking locations, events, equipment, etc.; Full Role Based Security – Ensure your data security and integrity; Complete Transaction Audit Trail – Provides full transparency to all activity; Segmented Chart of Accounts – Easily set up profit centers, divisions, etc.