Peak Digital Transformations, LLC
Peak Digital Transformations, LLC
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Case studies

Wealth Management

  • Converting Excel Data to Audited Financial Statements in PDF Format
  • Pulling and Uploading Client Statements to Portals
  • Processing Reconciliations between APX and GWI
  • Exporting Reports from Excel to PDF with Exception Handling
  • Extracting Transaction Data for Subscriptions and Redemptions (APX to GWI)
  • Extracting Transaction Data for Subscriptions and Redemptions (GWI to APX)

Cybersecurity Firm

  • Inserting Slides into PowerPoint Files

Airport Gas Station

  • Email Management

Law Firm

  • Implementing Stamps and Bates Numbering on PDF Documents

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