Microsoft Dynamics for Financial Services

ERP for Financial services: Multi- currency, multi- entity consolidation, treasury management and compliance.

dynamics-logo (finserve)

Competition is always a concern, so it’s imperative that financial services firms deliver superior service, advice, and product. The future of your firm is also reliant on smart strategic decisions about entering new lines of business, doing business in new countries or with new currencies, and adding or changing processes to stay in compliance with internal and regulatory requirements.

Data and relationships are the lifeblood of financial services firms. 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:

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Case Study


case study - captrustJon Meyer, CTO at CAPTRUST, shares why his company chose AKA Enterprise Solutions.

Product Spotlight

DynamicsAdvantage for Financial Services