MICROSOFT SHAREPOINT

Microsoft SharePoint is an incredibly flexible and effective tool for information management and collaboration. A web based environment, SharePoint provides simple click through access to data and resources to make workers more effective. Additional architectural information is provided on the Introduction page, whilst general applications in wealth management are listed below and on the solution focussed pages listed opposite.

SharePoint In the Wealth Management

Replacing the traditional Intranet which may have been designed, built and maintained by web developers, SharePoint shifts the content management functions down to the user. Powerful permissioning allows system administrators to give rights to those users who can contribute, whilst letting other users be consumers of data.

Applications for Sharepoint in Wealth Management often include providing a common easy to find information resource to access Procedures Manuals, Staff Handbooks, Reference Materials, CPD materials, standardised links to commonly used web sites and web based resources.

Fusion has been helping clients in all of these areas and the links opposite highlight some specific opportunities and experience.

Application templates can added for specific functions such as Customer Relationship Management, Document Management, Absence Management, IT Helpdesk and a host of other applications.