Transform your Financial Adviser Business with Business Optimisation apps from Microsoft 365

Access affordable enterprise tools the power of Microsoft 365

Microsoft provide a full suite of amazing tools that can optimise your entire business. From collaboration tools such as lists, planners, whiteboards and teams, to powerapps that can automate internal processes such as holiday requests and expenses claims.

Go further with apps that allow you to gather data through custom forms or take bookings for your advisers. Even broadcast to your clients and prospects using Microsoft Stream. The possibilities are endless. Some of the apps you can see below, but there are many more:

Configuration and implementation of these apps is quoted for based on your requirements. Please get in touch if you’d like to use any or all of the Microsoft 365 suite.