System Integration
Connects Microsoft 365, CRM, document management, and advisor platform
RooksDM
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About RooksDM
RooksDM is an IT and telecom services firm serving registered investment advisory firms. It connects Microsoft 365, CRM, document management, and advisor platforms so information moves between systems. The firm reduces repetitive work, duplicate data entry, and administrative tasks through workflows and automation. Its services also address client onboarding, task tracking, reporting, and access to business information. RooksDM provides low-code and no-code solutions and works with Microsoft Office, Teams, and Power Platform. It helps firms build the data, processes, and technology foundation needed for AI, including Microsoft-powered AI and automation solutions. The company also offers a free efficiency audit and technology roadmap services for firms seeking to improve their operations.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
Representative photos. Illustrative images for this category, not photos of RooksDM and not provided by the business.
At a glance
- Credentials
- Microsoft Partner, Microsoft Power Platform experts
- Brands
- Microsoft 365, Copilot, Power Platform
- Team
- Daleele Alison is CEO; co-founder Levbert has a software engineering background.
- Founded
- 2014
- Technology consulting for professional services industries
- Automates processes, customizes technology, and facilitates legacy-system migrations
- Integrates applications using advanced API techniques
- Low Code/No Code expertise
From rooksdm.com, checked 22 Oct 2026. Only what the business states on its own website.
Services
- IT Strategy Strategic plan for using technology to meet business goals.
- Consulting Project-based technology advice.
- Business Process Improvement Improves existing processes to increase efficiency.
- Business Process Automation Streamlines existing business processes.
- Packaged Solutions Includes data collection, contract, and filing automations.
- Microsoft Trainings Training on Office 365 and other Microsoft tools.
- Custom Development Takes concepts from idea through implementation.
- Staff Trainings Helps staff use their technology fully.
- Updates and Maintance Updates or continued technology customization.
As listed by RooksDM. Prices as published by the business and may change.
Highlights
Workflow Automation
Reduces repetitive tasks, duplicate entry, and administrative work.
AI Preparation
Builds the data and technology foundation needed to use AI.
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