Microsoft Power Apps, SharePoint, & Microsoft 365 Consulting Company

Money Manager Reporting

Company Overview

A fee based financial investment fund holds 100’s of millions in investment assets for their clients.

Their Needs:

A money management firm with a large client base needed to automate their client reporting without investing in systems that have extensive costs on an ongoing basis.

The Challenge:

Building automated imports, connecting a couple systems and delivering an error free app that generates financial reports on demand for one or many clients.


The Solution

ESA revamped the existing Excel spreadsheets to create a very simplistic yet complex behind-the-scenes reporting utility that has allowed the business not to increase staff count in order to keep up with their reporting requirements.