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Move on from Excel/silos and use a Microsoft ERP built for wealth management companies

July 5, 2018

I have worked in the Microsoft Dynamics NAV ecosystem from the beginning of time, well rather, close to when Microsoft acquired a company called Navision A/S in Denmark back in 2002. What I keep seeing over and over again is companies using Microsoft Excel to manage a myriad of complex financial breakdowns and internal business info, and I’m not sure that makes sense in this day and age.

My observation spans many industries too. Shipping, food/beverage, and financial services…

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