Close this search box.


Ensure your unique data and process requirements are being met with IT solutions built on deep domain experience and expertise.


At Coretelligent, we’re redefining the essence of IT services to emphasize true partnership and business alignment.


Get our perspective on the connections between technology and business and how they affect you.

Integrating Microsoft Power Platform with Existing Systems for Seamless Operations in Alternative Investment Firms

Integrating Microsoft Power Platform for Seamless Operations for Investment Firms

In this post:

It’s no secret – your firm needs to manage vast amounts of data, comply with stringent regulations, and make swift, informed decisions about your investments. To thrive, you need technology that integrates seamlessly with your existing systems while maintaining the integrity of your data – no small order. Enter the Microsoft Power Platform. This suite of tools—Power Apps, Power Automate, Copilot Studio, and Power BI—empowers firms, like yours, to streamline operations, automate workflows, and gain actionable insights for your portfolios and future investments.

In fact, according to a 2022 study from Forrester, a composite organization saw a 140% return on investment using Power Platform, with $14.25 million in benefits.

As a premier MSP, we’ve seen firsthand how Power Platform has transformed the investment companies we work with and their business processes. This blog explores how integrating Power Platform with your existing systems can revolutionize your firm’s operations.

Understanding Microsoft Power Platform

So – what is Microsoft Power Platform? Put simply, it’s a suite of tools for business to automate their simple, day-to-day tasks. It’s also designed to provide a rapid development environment for custom apps. The platform consists of Power BI, Power Apps, Power Automate, and Power Virtual Agents. Each tool serves a unique purpose in enhancing business operations.

Utilizing Microsoft Office, which most businesses already have, it becomes simple to integrate Microsoft Power Platform with existing systems to significantly boost the operational efficiency of your organization, from Copilot summarizing lengthy documents to instantly pulling from your data to showcase advanced dashboards. It’s a step towards digital transformation, which positions financial firms for future growth and innovation. Power Platform supports API management, enabling secure and well-organized data exchange between systems. This facilitates seamless integration with existing systems.

Key Components of Microsoft Power Platform

Microsoft Power Platform is a suite of four main components. Each component is designed to address specific business needs.

  • Power BI
  • Power Apps
  • Power Automate
  • Power Virtual Agents

These components work together to provide a comprehensive solution for business process automation

The Importance of Seamless Integration

Alternative investment firms juggle multiple systems for data management, compliance, and reporting. Disjointed systems lead to inefficiencies, errors, and missed opportunities. Seamless integration ensures that data flows smoothly between systems, enhancing operational efficiency and decision-making.

The Power Platform excels in connecting disparate systems. Power Apps allows firms to build custom applications that interface with existing data sources, while Power Automate automates workflows across various platforms. With Copilot Studio, firms can deploy intelligent virtual agents to handle routine queries, and Power BI provides advanced data visualization. This unified approach simplifies operations and boosts productivity.

Power Apps: Building Custom Applications

What is Power Apps?

Power Apps is a game-changer for firms seeking to develop custom applications without extensive coding. This low-code platform empowers business users to create web and mobile applications tailored to their specific needs. With a variety of templates and connectors, Power Apps integrates seamlessly with data sources like SharePoint, Excel, and SQL Server.

For alternative investment firms, this means you can quickly build applications to track investments, manage client interactions, or monitor compliance. The AI-driven UI customization further enhances usability, ensuring that applications are intuitive and effective.

Power Automate: Enhancing Workflow Automation

What is Power Automate?

Power Automate revolutionizes workflow automation, enabling firms to automate complex processes with ease. Whether it’s automating data entry, compliance checks, or report generation, Power Automate handles it all. The platform supports both simple tasks and sophisticated workflows, incorporating AI for predictive analytics and data processing.

In the context of investment firms, imagine automating the extraction of data from multiple systems, processing it, and generating compliance reports—all without manual intervention. This not only saves time but also reduces errors and ensures regulatory compliance. Power Automate’s integration capabilities mean it can connect with CRM systems, financial databases, and more, providing a cohesive automation solution.

Copilot Studio: Intelligent Virtual Agents

What is Copilot Studio?

Copilot Studio brings the power of AI to customer service and internal operations. This tool allows firms to create intelligent virtual agents, or chatbots, that can be deployed internally or externally. These agents are trained on your firm’s data, providing accurate and contextual responses to queries.

For alternative investment firms, Copilot Studio can handle routine client inquiries, freeing up staff to focus on more complex tasks. Internally, these agents can assist with HR processes, IT support, or compliance checks. By integrating with your existing data sources, Copilot Studio ensures that the information provided is relevant and up-to-date.

Power BI: Advanced Data Visualization and Reporting

Visualizing Data with Power BI

Power BI transforms raw data into actionable insights through interactive dashboards and reports. This business analytics tool connects to various data sources, cleans and processes data, and presents it in a visually compelling format. For executives and operational teams in investment firms, Power BI provides real-time visibility into performance metrics and financial data.

The AI capabilities within Power BI allow users to ask natural language questions and receive detailed insights, making data analysis accessible to everyone. Whether it’s tracking portfolio performance, analyzing market trends, or monitoring compliance, Power BI delivers the insights needed to make informed decisions.

Integration Capabilities

The true strength of Power Platform lies in its integration capabilities. Power Apps, Power Automate, Copilot Studio, and Power BI are designed to work together and with other systems. Whether you need to integrate with SharePoint, Salesforce, SQL Server, or other third-party applications, Power Platform facilitates smooth data flow and unified operations.

For alternative investment firms, this means you can consolidate your data sources, automate workflows, and visualize data in one cohesive system. This integration reduces silos, improves data accuracy, and enhances overall efficiency.

Real-World Examples and Case Studies

Consider a firm burdened with Excel spreadsheets and VBA macros critical to operations. By migrating these to Power Platform, they transformed their manual processes into automated, cloud-based solutions. Power Automate handled data capture and processing, Power Apps provided a user-friendly interface, and Power BI delivered insightful reports.

Another example is a healthcare company using Power Apps to manage clinical trial data. Analysts review and approve data through a streamlined workflow, significantly speeding up the decision-making process. These examples demonstrate the Power Platform’s versatility and effectiveness in real-world scenarios.


Integrating the Microsoft Power Platform with your existing systems can revolutionize your firm’s operations. From custom application development to workflow automation, intelligent virtual agents, and advanced data visualization, Power Platform offers comprehensive solutions for alternative investment firms. Coretelligent, with its expertise in digital transformation, is your ideal partner in this journey.

Ready to transform your operations? Contact Coretelligent today to learn how the Microsoft Power Platform can enhance your firm’s efficiency and productivity. Our experts are here to guide you through the integration process, ensuring you leverage the full potential of these powerful tools.

Interested in learning more about what Power Platform can do for your business? Check out the full webinar, here!

Your Next Read

Essential Cybersecurity Practices for Alternative Investment Firms: How an MSP Can Help

How can we help you?

Our engineers provide help desk support and a whole lot more.