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randylue
Level: Power Up

financial planning

I am a financial planner. Could I use Powerapps to track client asset details, like life insurance, real estate, securities?  Could I seach across all client records for specific items, like term insurance expiration dates?  In other words, will this function like a relattionalmdatabase?

3 REPLIES 3
Community Support Team
Community Support Team

Re: financial planning

Hi Randylue,

 

We can use PowerApps to track client asset details. First of all, we should have a data source to store all the data. Such as SharePoint, OneDrive, Dropbox, etc. Then create a connection to the data source. For more details about PowerApps connections list, and data source, please see the article below:
https://powerapps.microsoft.com/en-us/tutorials/connections-list/
https://powerapps.microsoft.com/en-us/tutorials/working-with-data-sources/

 

With the connections created, we could create an app based on the data source. This article might be a reference for you:
https://powerapps.microsoft.com/en-us/tutorials/working-with-forms/

 

We could use Search function to search through all client records for specific items. Please see this article about Filter, Lookup, Search function:
https://powerapps.microsoft.com/en-us/tutorials/function-filter-lookup/

 

Please feel free reply if you need more help.

 

 

Best regards,
Mabel Mao

Community Support Team _ Mabel Mao
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Kellerma63
Level: Power Up

Re: financial planning

Great! I need help of a financial planner to understand Capital gain Bonds and other investment options. Want to invest some money but have no idea where to invest funds. Can you suggest a good option for me? It has just been 3 years since I am earning but have zero investments.

randylue
Level: Power Up

Re: financial planning

To keep your finances private, let's move this discussion off the forum.  Please email me at Randy@LifetimeParadigm.com instead.

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