Advisor Desktop Portal solutions
Stand out as a financial advisor by enabling your people to achieve higher quality and more profitable relationships with your customers by equipping them with integrated information delivery and business process solutions from Microsoft partners. The familiar, easy-to-adopt advisor desktop portal solutions provide a holistic view of your clients that enables you and your people to better identify appropriate products and services for each client and to deliver secure, state-of-the-art client and co-worker collaboration across distribution channels.
Advisor Desktop Portal technologies
Microsoft partners use familiar, easy-to-use technologies and applications in their advisor desktop portal solutions. With innovative Microsoft software, these solutions are easy to integrate with existing IT investments, and years of research and development have enabled them to provide the highest levels of scalability, reliability, and affordability. Plus, the large Microsoft partner ecosystem makes it possible to provide a product that is tailor-made for your specific needs. Key components in partner-led solutions include Microsoft Dynamics CRM, Microsoft Office Enterprise 2007, Windows Mobile, Microsoft Office SharePoint Server 2007, Microsoft Exchange Server 2007,Microsoft Office Live Communications Server, and Windows Rights Management Services.
Microsoft Dynamics CRM
Microsoft Dynamics CRM is a customer relationship management (CRM) solution that provides the tools and capabilities needed to create and easily maintain a clear picture of customers, from first contact through to purchase and post-sales. With modules for sales, marketing, and customer service, Microsoft Dynamics CRM delivers a fast, flexible, and affordable solution that drives consistent, measurable improvements in every business process, enabling closer relationships with customers and helping to achieve new levels of profitability.
Microsoft Office Enterprise 2007
Microsoft Office Enterprise 2007 provides tools for teams to collect, organize, and share critical information across geographic or organizational boundaries. It includes the following Microsoft Office system products: Access 2007, Communicator 2007, Excel 2007, Groove 2007, InfoPath 2007, OneNote 2007, Outlook 2007, PowerPoint 2007, Publisher 2007, and Word 2007.
Microsoft Windows Mobile
Microsoft Windows Mobile provides software for compatible devices, extending e-mail access and familiar applications to mobile workers and thus enabling your people to improve business productivity. A wide variety of mobile applications, from maps to industry-specific tools, can keep your mobile teams productive and help them stay in touch with customers. By extending your key business applications, Windows Mobile tools also keep you up to date on critical information.
Microsoft Office SharePoint Server 2007
Microsoft Office SharePoint Server 2007 is an integrated suite of server capabilities that can help improve your people's organizational effectiveness by providing comprehensive content management and enterprise search, accelerating shared business processes, and facilitating information-sharing across boundaries for better business insight. Office SharePoint Server 2007 supports all intranet, extranet, and Web applications across an enterprise within one integrated platform, instead of relying on separate fragmented systems. This innovative collaboration and content management server also provides IT professionals and developers with the platform and tools they need for server administration, application extensibility, and interoperability.
Microsoft Exchange Server 2007
Microsoft Exchange Server 2007 has been designed specifically to provide your people with rich, efficient access to e-mail, calendars, attachments, contacts, and more—no matter where they are or what type of device they are using. For IT professionals, it also provides both security and cost-efficiency for enterprise and employee needs, while remaining cost-effective to deploy and manage.
Microsoft Office Live Communications Server
Microsoft Office Live Communications Server 2005 helps your people improve business efficiencies and increase their productivity by enabling them to share ideas and information immediately. This unified communications (UC) platform offers enterprise-grade solutions by integrating with Microsoft Office system and Microsoft Windows Server system products and services.
Microsoft Windows Rights Management Services.
Microsoft Windows Rights Management Services (RMS) for Microsoft Windows Server 2003 is information-protection technology that works with RMS-enabled applications to help safeguard digital information from unauthorized use.
Overview
Technologies
