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?
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.