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.
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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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