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Salesforce Development
The client wants a component in Salesforce that can dynamically fetch financial data from their primary product using API callouts.
Data Lake Implementation
Client faced problems with business analysis across multiple custodians (LPL, Fidelity, ORION), couldn't get insightful information from data sources, needed automatic daily data loads and backups
Advisor Billing Application
Difficulties with existing Excel-based system, needed to automate calculations and convert to web application
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