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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?

Community Support
Community Support

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:


With the connections created, we could create an app based on the data source. This article might be a reference for you:


We could use Search function to search through all client records for specific items. Please see this article about Filter, Lookup, Search function:


Please feel free reply if you need more help.



Best regards,
Mabel Mao

Community Support Team _ Mabel Mao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
New Member

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.

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

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