Dynamics 365 BC Wealth Setup

@Solutionzhere

We pride ourselves in being your ideal partner for an end-to-end Dynamics 365 Business Central implementation. With a treasure trove of experience in deploying this solution for financial-services and wealth management firms, not only do we have the technical expertise to complete your project smoothly, but we also understand the unique complexities of your industry. We have perfected our skills in solution design, data migration, process automation and developing custom dashboards and reports. Notably, our mastery of Power Automate, Power BI and other extensions will be invaluable in setting up the automatic workflows you require and tailor-making role-based financial statements for your team's specific reporting needs. From sandbox testing to comprehensive training, we'll stick with you every step of the way. As a firm that believes in long-term partnerships, we don't just implement and walk away. We assure you of continuous support even post-launch to fine-tune workflows and optimize system performance based on feedback garnered during user acceptance testing. Let's connect now over chat and discuss details.

@Feriver

Hello, I understand you need a full Microsoft Dynamics 365 Business Central implementation for your wealth management practice, covering Financial Management, CRM, and Investment Management. I will map current workflows, configure Chart of Accounts, multi-entity reporting, CRM hierarchies, and investment product tables. Data migration will include cleansing and importing historical financial, client, and portfolio data with full audit trails. Process automation using Power Automate will handle recurring billing, fee calculations, rebalancing triggers, and document generation. I will build role-based dashboards and reports in Power BI embedded in BC, run sandbox testing, provide UAT, hands-on training, and post-launch optimisation to ensure zero critical defects. Deliverables include live functional areas, verified migration, automated workflows, real-time reporting, complete admin documentation, and a smooth go-live. All configurations follow best practices and secure data-handling standards. Client Clarification Questions: Are there legacy systems or external sources requiring custom migration scripts? Should dashboards and reports be fully custom, or are there existing templates to adapt? Thanks, Asif

@Appworldz

Hello, I’ve led multiple end-to-end implementations of Dynamics 365 Business Central for wealth management firms, focusing on financial management, CRM hierarchies, and investment modules. My approach includes mapping your existing workflows, ensuring secure data migration with full audit trails, automating billing and fee processes, and delivering Power BI dashboards that provide real-time AUM and performance insights. Our recently completed BC project from here and client feedback for your reference, check at : https://www.freelancer.com/projects/business-central/Configure-Microsoft-Business-Central/reviews https://www.freelancer.com/projects/business-central/Business-Central-Financial-Streamlining/details https://www.freelancer.com/projects/business-central/Business-Central-APP/reviews Could you share which legacy system you're migrating from and whether you operate across multiple entities or jurisdictions? This will help refine the migration and reporting strategy. Look forward to your reply. Thanks Sahanaj

@schoudhary1553

With over seven years of experience as a full stack developer and a focus on areas such as data cleansing, Power Automate, and Power BI, I have an in-depth understanding of the technologies and processes integral to your project. I've worked with major corporations like Metlife GOSC, DXC Technologies and Elite Services, honing my skills to ensure both the speed and quality of my work are above par. You mentioned migrating historical financial, client, and portfolio data with full audit trails- a task I have tackled many times before with great success, making me adept at handling all the stages of the process. Moreover, I am well-versed in Microsoft Dynamics 365 Business Central implementation including setting up recurring billing, fee calculations, automated document generation as well as building custom dashboards and reports using Power BI. The fact that you needed a Result-oriented freelancer who value your satisfaction absolutely fits my work ethic. To ensure that all the specified acceptance criteria are met; functionality across all three areas, accurate migration balance tie-up, Generation of reports without needing external spread-sheets and execution of automated workflows.

@HiraMahmood4072

Hello, With over 7 years of experience in Power BI, Data Cleansing, and Power Automate, I have carefully reviewed your project requirement for Dynamics 365 BC Wealth Setup. I understand the need for a seamless implementation covering Financial Management, Client Relationship Management, and Investment Management. To ensure a successful project, I propose the following approach: 1. Solution Design: Mapping workflows and data structures, configuring Chart of Accounts, multi-entity reporting, CRM hierarchies, and investment tables. 2. Data Migration: Cleansing and importing historical data with audit trails. 3. Process Automation: Setting up recurring billing, fee calculations, rebalancing triggers, and automated document generation using Power Automate. 4. Custom Dashboards & Reports: Building role-based financial statements, AUM snapshots, and client performance reports with Power BI. 5. User Acceptance & Training: Sandbox testing, training sessions for stakeholders. 6. Go-live Support & Optimization: Monitoring performance, fine-tuning workflows. Let's discuss further details in chat. You can visit my profile at https://www.freelancer.com/u/HiraMahmood4072 Thank you.

@Aaleen110

Your transition to Microsoft Dynamics 365 Business Central represents a strategic shift toward unifying your wealth management operations within a single, secure cloud environment. Having previously implemented BC for boutique investment firms, I understand the nuances of integrating high-touch client data with rigorous accounting standards while ensuring full regulatory compliance. My focus is on configuring a system that doesn't just record transactions but actively supports your practice’s portfolio oversight, tax efficiency, and sophisticated reporting requirements. I will begin by architecting a custom Chart of Accounts tailored for wealth management, utilizing BC’s "Dimensions" to track performance by asset class, advisor, or client group without cluttering the ledger. I will configure the Fixed Assets and Bank Reconciliation modules to handle complex fund flows, while leveraging Power BI for real-time executive dashboards on AUM and fee structures. Finally, I’ll implement granular Role Centers and security permissions to ensure sensitive financial data is protected, alongside automated workflows to streamline your month-end close and audit trails. To ensure the architecture is aligned with your operations, are you migrating historical data from a legacy portfolio system, and are there specific third-party platforms we need to integrate via API? I am also curious if you have specific compliance reporting formats that we should prioritize during the initial setup phase. I’d be happy to jump on a brief call to discuss these requirements or walk you through a similar implementation; let me know when you have a moment to align on the next steps for this rollout.

@venplura

Hi there! Are you planning to integrate any third-party compliance tools alongside Business Central to streamline regulatory reporting? Regardless, this is definitely something that I feel confident delivering on, given my past experience. I would love to discuss your project further! Looking forward hearing from you. Kind Regards, Corné

@abhay686

Hi, I can lead a full Microsoft Dynamics 365 Business Central implementation tailored for a wealth management environment, covering Financial Management, CRM, and Investment Management as one integrated platform. What I’ll deliver: • End-to-end solution design (COA, multi-entity, CRM hierarchies, investment structures) • Secure, auditable data migration with full reconciliation to legacy systems • Automation using Power Automate (billing, fees, rebalancing triggers, document workflows) • Role-based dashboards and embedded Power BI reports (AUM, performance, financials) • Sandbox UAT support, structured training sessions, and admin documentation • Go-live support and post-launch optimization I have experience working with Business Central, extensions, APIs, Power Platform, and structured financial data environments. I can provide a phased rollout plan with timeline once I review your current systems and data landscape.

@devendrathakur12

Hello, I specialize in Dynamics 365 Business Central and built & customized large scale financial and CRM platforms. The main challenge here is aligning financials, client data, and investment workflows into one clean system without reporting gaps. I am certified in Business Central development and I will solve this using AL extensions, Power Automate, and embedded Power BI dashboards. How many legal entities? Legacy system type? Any compliance reporting rules? Target go-live timeline? I’ll ensure smooth migration and strong user adoption. Best regards, Devendra S.

@mobasherreza10

As an end-to-end digital and product innovation partner, I have spent years transforming complex ideas into tangible, seamless solutions - exactly like the Dynamics 365 Business Central implementation your wealth management practice needs. With a core expertise in Digital Ecosystem Development and a comprehensive grasp of Power BI, I possess the unique skillset required for configuring your Chart of Accounts, multi-entity reporting and creating custom dashboards and reports. From my previous projects to multimillion-dollar companies where I've delivered user-accepted, zero-defect systems, I diligently ensure even the most intricate requirements are met within the given timeframe. My commitment doesn't cease at the launch. Rather than simply completing tasks on time, I devote continuously to promote system optimization by fine-tuning workflows based on real-time monitoring of system performance. A smooth transition for your team post-launch is equally integral to me; I will conduct hands-on training ensuring complete understanding and provide all necessary law and best practice administrative documentation for you to stay compliant effortlessly. Allow me bring all these to bear on solving your challenge.

@ajamshad162

As a seasoned Data Analyst with over 50 successful project completions, I am confident that my expertise in data cleansing and Power BI would be a great fit for your BC Wealth Setup project. I have vast experience mapping complex workflows and configuring datasets like the Chart of Accounts, multi-entity reporting, CRM contact hierarchies, to name a few. My aim is to build you a seamless solution that empowers your advisors, operations team, and compliance staff. Moreover, I have in-depth experience in successful data migration and carrying out supervised system rollouts. With this project requiring high levels of accuracy, I fully understand the importance of reconciling legacy records with migration balances within agreed tolerance. I guarantee that my work will meet and exceed your expectations on this front. Lastly, my familiarity with Power BI ensures I can provide you with custom dashboards and reports that leverage real-time data from Business Central – exactly what you need for role-based financial statements, AUM snapshots, and client performance reports without relying on external spreadsheets. My goal is to deliver not just an implementation but ensure a smooth transition even after the go-live stage through continuous monitoring, fine-tuning workflows, and comprehensive user documentation. In choosing me for your project, you're not hiring just any freelancer; you're choosing peace of mind & quality results.

@LiveExperts

Hello, With over a decade of experience implementing and customizing high-functioning project management systems, my team at Live Experts® LLC is well-equipped to tackle your implementation of Microsoft Dynamics 365 Business Central for your wealth management practice. Having worked with businesses across various industries, we have a profound understanding of tailoring solutions to suit specific needs. Drawing on our extensive expertise in data migration and process automation, we can streamline the transition from your previous system to Business Central, ensuring all historical financial, client, and portfolio data is migrated accurately artfully while providing airtight audit trails. We'll also expertly develop Power Automate solutions for tasks like recurring billing and fee calculations. What sets us apart is our proactive approach to go-live support and post-launch optimization. We'll not only monitor performance but also finetune workflows for optimal efficiency and document best practices for future reference. So whether it's leveraging Power BI or configuring multi-entity reporting features--we're ready to help you operate seamlessly as a single platform for advisors, operations teams, and compliance staff" Thanks!

@billybryan98

Hello, I have deep hands-on experience guiding Wealth firms through Dynamics 365 Business Central deployments, aligning Financial Management, CRM, and Investment Management on a single platform. I specialize in secure data migration, multi-entity reporting, Power BI integration, and Power Automate-driven processes for billing, rebalancing, and document generation. I will map your current workflows to BC, configure chart of accounts, client hierarchies, and investment product tables; perform cleansing and audit-trail enabled migration; implement automated, auditable workflows; build role-based dashboards and embed Power BI; and run training plus go-live support to ensure a smooth transition. I can deliver a plan with phased milestones, sandbox tests, and a clear go-live schedule, with post-launch optimization. Best regards, Billy Bryan

@noursherif030

As an experienced Software Engineer and CRM specialist, I have the skillset necessary to lead your Microsoft Dynamics 365 Business Central implementation for your wealth management practice. Having worked extensively with the platform, I am well-equipped in areas such as solution design, data migration and process automation - all of which are key components of your project needs. Moreover, my background in Cybersecurity and Network Security is an asset when it comes to ensuring the privacy and integrity of sensitive financial and investment data during the migration process and beyond. With my proficiency in Power Platform and secure data migration, I am confident that I can meet all the acceptance criteria outlined in your project description in a timely manner. In addition to my technical expertise, my strong analytical skills coupled with my experience developing role-based financial statements, AUM snapshots, and client performance reports using Power BI makes me uniquely suited for this project. Finally, I understand the importance of knowledge transfer and post-implementation support, which is why I am committed to not only delivering a comprehensive solution but also providing hands-on training and best-practice documentation for your team's benefit. Let's collaborate on this project to transform your wealth management practice into a seamless and efficient operation!

@zacsin9

Hey — saw your post about rolling out Dynamics 365 Business Central for your wealth management practice. The tricky part with BC in this context is usually mapping your specific advisory/wealth workflows to standard BC modules without creating a mess of customizations. Quick question before I suggest an approach: Are you planning to integrate BC with any existing CRM/portfolio management systems, or is this a mostly standalone deployment for now? I’ve helped financial and wealth-focused teams implement Dynamics (BC and CE), including tailoring chart of accounts, compliance-related reporting, and approval workflows to match how the firm actually operates. If you can share your current tech stack, key processes (onboarding, billing, reporting), or any high-level spec, I can review and outline a clean setup path for you.

@devvoyager

Hi You’re rolling out Business Central across wealth management and need Financials, CRM, and Investment Management unified from day one. I’ve led end-to-end BC implementations with multi-entity reporting, secure data migration, Power Automate workflows, and embedded Power BI dashboards for regulated firms. My approach: Map workflows into BC architecture, migrate audited data, configure automation and extensions, and deploy role-based AUM/performance reporting with sandbox UAT before go-live. I focus on secure migration, zero-critical-defect launch, and structured knowledge transfer. Let’s review your current systems and define the implementation roadmap immediately. Best regards, Rashid A.

@Zawiya3

Having successfully delivered numerous implementations of Microsoft Dynamics 365 Business Central for financial-services firms, I'm confident in my ability to execute this project with finesse. My name is Jawad, and my skill set encompasses countless areas that are directly applicable to your project's needs. My expertise in CRM and Power BI combined with my depth of knowledge in process automation positions me perfectly to map your current workflows and diligently configure the necessary components within Business Central. For the daunting tasks associated with data migration, I bring in unmatched auditing skills which would enable a smooth transition of your historical financial, client, and portfolio data. The Power Platform is at the heart of what I do and I'm adept at utilizing its capabilities to create automated workflows that execute on schedule, logging results for future auditing purposes, ensuring that compliance remains strategically integrated into your operations. Additionally, despite my expertise in complex data management and analysis as an AWS-certified Professional Solution Architect, I never overlook the necessity for user acceptance and knowledge transfer.

@taraskkorol

Hey there, Are you planning to use standard Business Central only, or will we need AppSource extensions for portfolio and investment tracking? Also, how many legal entities and how many years of historical data must be migrated? I’ve led full BC implementations where the main risks are data structure mismatch, weak COA design, and broken reporting logic between entities. For wealth firms, the key is clean client hierarchies, proper fee logic, and audit safe automation. I would start with workflow mapping, design the Chart of Accounts for multi entity reporting, define investment product tables, then build controlled migration batches with reconciliation reports. For reporting, I embed Power BI with role based dashboards for AUM, revenue, and performance so advisors do not rely on spreadsheets. All automations will log execution for compliance traceability. Looking forward to discussing more on chat. Best, Taras

@jagratip3

Dear Client, I am an experienced Microsoft Dynamics 365 Business Central consultant with a strong background implementing financial services and wealth management platforms. I can lead your full rollout, ensuring Financial Management, CRM, and Investment Management operate seamlessly from day one. My approach: Solution Design: Map workflows into BC, configure multi-entity reporting, Chart of Accounts, CRM hierarchies, and investment products. Data Migration: Cleanse and import historical financial and portfolio data, maintaining full audit trails. Process Automation: Set up recurring billing, fee calculations, rebalancing triggers, and automated document generation via Power Automate. Dashboards & Reporting: Build role-based dashboards and embedded Power BI reports for AUM, client performance, and compliance tracking. UAT & Training: Sandbox testing, gap resolution, and hands-on training for advisors, back-office, and management. Go-Live & Support: Monitor performance, fine-tune workflows, and provide detailed admin documentation for knowledge transfer. I ensure all migrated data balances, automated workflows execute correctly, and users can generate real-time reporting without external tools. I have successfully delivered similar BC implementations for wealth and financial firms and can provide references and timeline estimates.