Microsoft Dynamics Solutions for the Financial Services Industry

Following a period of deregulation, a near financial collapse, and the more recent trend of increased regulation and consolidation, technology innovation is accelerating the rate of change for Financial Services companies. As institutions consider new ways of doing business, they must also consider the technology solutions that will enable them to be successful. Now, more than ever, companies involved in the Financial Services industry are under intense scrutiny to ensure that they are operating in the best interests of their clients and that their financial reporting is accurate and timely.

Based on Microsoft Dynamics AX and CRM, DynamicsAdvantage, AKA’s solutions for Financial Services, help your firm leverage your data and relationships to gain a strategic advantage.

Benefits of DynamicsAdvantage for Financial Services:

  • Seamless bi-directional Integration into Microsoft Office 365
  • Enterprise-class integrations
  • Highly scalable
  • Shared data and unified processes across the organization
  • Multi-company, multi-currency and multi-language
  • Role based security and user experience
  • Advanced allocations
  • Treasury management
  • Integrated employee expense reimbursement
  • User defined workflows via an object-oriented design engine
  • Consolidation and FAS 52 compliance
  • Advanced reporting tools
  • A 360-degree view of clients
  • All the information you need in one place to make smart decisions

Solutions for:

  • Asset Management Firms
  • Wealth Management Firms
  • Securities Brokers
  • Commodity Brokers
  • Insurance Companies
  • Investment Services
  • Hedge Funds
  • Banks
  • Department of Labor (DOL) Fiduciary Rule Compliance

How does AKA help financial services companies manage consolidation of multiple legal entities?

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