Financial service providing company deploys Dynamics 365 Sales, Project Operations, and FSCM apps

About the Client

TresVista Financial Services is a global enterprise established in 2006. It offers offshore financial services support for boutique buy-side and sell-side firms.

The financial support services by TresVesta comprise investor relations, deal execution, deal sourcing, data analytics, valuation, research, portfolio management, financial modeling, marketing, design, book-keeping, and fund administration.

TresVista Financial Services works with over 1,000 clients across geographies, which include asset managers, corporates, advisors, and entrepreneurs. Over 1000 employees are working across offices in Mumbai, Pune, Bengaluru, New York, London, and Singapore, providing highcaliber support to several renowned companies.


TresVista has been using multiple legacy home-grown applications for sales, project planning & execution, and accounting. Since the systems were disjoint, the employees needed to access different applications for data access and its operations, which was a persistent pain. Also, it required a dedicated technical team and maintenance.

TresVista was looking for a partner that could provide a standard Microsoft Dynamics 365 solution to undo their problems.

After evaluating several vendors for Microsoft Dynamics 365 competency, business size, and value proposition, they chose Alletec – a Microsoft Dynamics premium partner having a vast experience and proficiency in Microsoft Dynamics 365 applications implementation. Moreover, Alletec’s engagement in Microsoft Dynamics product engineering also assured TresVista that it could effectively perform the desired implementations, customizations, and hotfixes.

Alletec provided a combined solution of Dynamics 365 Sales, Project Operations, and Finance & Supply Chain where the company received a centralized system to access, manage, and operate all their financial data. Also, offered many integrated applications to minimize their effort and time consumption.

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