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Financial Portfolio Management in Navision
leegjonescdp
Member Posts: 11
Is anyone aware of any add-in granules or of any company that is using Navision to manage an investment portfolio or similar activity? Thanks.
Lee Jones
0
Comments
One of our clients is a pension company that specialises in SIPPS (Self Invested Personal Pensions - A UK personal pension scheme) who manage both their day to day finances and the pensions they look after on Navision. However this is a UK site & there may be significant differences in regulation etc.
Lead Consultant
Theta