Wealth Management for Microsoft Dynamics 365 for Sales

Welcome to the AppSource help area for the Wealth Management solution from Prodware. We developed the sector-specific solution because wealth management organizations and departments like yours told us they need a specific and comprehensive sales tool to help identify client potential in order to tailor their activities.

USER GUIDE

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FACTSHEET

- Download

NEED HELP?

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Wealth Management for Microsoft Dynamics 365 for Sales

FAQ

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1. How do I install and set up the application?

Please download the User Guide and contact us by following the link at the bottom of this page.

2. What functionalities does this give me rather than standard Microsoft Dynamics 365 for Sales?

Prodware have added extra functionality to provide 360 client views (with the ability to integrate external data sources in your customer view), portfolio management tools, and profile categorization for better prioritization; all specifically for wealth managers, life insurance experts and private bankers.

3. How will using this application help my business?

The service you offer to your HNW clients can move to a holistic and proactive one. The solution brings together all information about each member’s net worth and potential, whilst providing graphs that gather essential data such as portfolio spread and revenue generated for your organization. For more information about the functionality and benefits please download the factsheet on this page and contact us.

4. Who are Prodware and are they located near me if I need local support?

Prodware is a global company with regional offices in 13 countries, delivering performance to our customers. We are in the business of helping companies step into the future by building the business processes of tomorrow. Contact us using the link below and we will route your specific question to your local team.

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