Simplify Financial Services Projects

Improve operations, visibility, and collaboration across projects with BrightWork 365 & Microsoft 365.

BrightWork 365 Demo
Trusted by industry leaders

BrightWork 365 for Finance

A Complete, Scalable Solution for Financial Services on Microsoft Power Platform.

Microsoft 365

Extend capabilities with seamless Microsoft 365 integrations.

Microsoft Teams

Unite your teams through seamless collaboration on one platform.

Power Platform

Deploy faster with pre-built, ready-to-use systems.

Power BI

Turn data into decisions with real-time dashboards and reports.

Power Apps

Customize apps with easy, no-code development.

Power Automate

Work smarter by automating repetitive tasks and workflows.

SharePoint Online

Protect and organize files with secure, centralized storage.

Microsoft Dynamics

Optimize Manufacturing operations for end-to-end efficiency.

Integrations Overview

Manage project portfolios in a single, secure hub in Microsoft 365.

Why Choose BrightWork 365?

We combine powerful software with unmatched services & support to help your teams succeed.

  • Easy to Adopt – Familiar, secure Microsoft 365 environment.

  • Fits Your Organization – Tailored deployment and services.

  • Continuous Support – Dedicated Customer Success Partner.

Customer Success Stories

"BrightWork 365 gives us the portfolio oversight we need. We can now instantly report on project status and compliance across the entire organization, which has been transformative for our leadership team."
– Chief Financial Officer, National Investment Firm
"BrightWork 365 on the Power Platform transformed our project oversight. We can now instantly track compliance and portfolio health, which has been a game-changer for our risk management."
– Head of PMO, National Financial Institution
"BrightWork 365 and Teams created a single source of truth for our project portfolio. We've improved collaboration and reporting efficiency while staying compliant."
– Head of Compliance, National Investment Bank

Let's Talk

See how BrightWork 365 securely manages financial services projects.

BrightWork 365 Demo