IT Consulting focused on data development and business intelligence in the Wealth Management space to help practices become efficient, focused and informed.Business Analysis & Solution Design- Creating user stories, process mapping, functional and non-functional requirements to keep you on target - Creating solutions aligned to your business needs and architectureData Development- Data warehousing and ETL to capture data from your business systems - Migrations including CRM (XPLAN to Salesforce), and document (XPLAN to any solution)- iPaaS development in Workato and Power Automate to connect your systemsSystem Development- Developing Salesforce solutions to automate your practice- Providing accessible Salesforce support Business Intelligence- Using Power BI to visualise your data, solve business problems and seize opportunities