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Xpedition Microsoft Dynamics 365 Wealth Management Accelerator

Intelligent wealth applications for the digital firm

Key Features and Benefits

Consolidate existing relationships, win new clients

Clients are your lifeblood. Ensure you strengthen existing relationships whilst acquiring new clients through the use of intelligent business applications that deliver increased insight for current clients and future prospects.

Deliver an holistic client experience

To hold onto existing clients, you need to demonstrate that your firm is digitally savvy if you want to consolidate and organically grow existing relationships. Xpedition’s platform delivers a modern, holistic client experience today’s investors demand.

Help meet the demands of data-hungry regulation

More data means greater regulation. Fail to comply with the likes of GDPR, and you risk loss of income and devastating reputational damage. Xpedition helps you meet the regulatory burden by providing a secure audit trail for client data.

Increase share of wallet

Organic growth is still possible. Xpedition’s dedicated applications mean enhanced insight of every investor. Track investment styles and personality to proactively deliver financial advice whenever and wherever the client desires.

Access your intelligence, no matter where you are

Whether onshore or offshore, you could be called to a last-minute meeting, anytime, anywhere. Being ‘on-the-go’, you need data available wherever you are. Access all the intelligence you need through desktop, tablet and mobile.

Expert support every step of the way

Implementation is just the beginning. As your firm evolves, you need a team that can guide you every step of the way. Collaboration is what drives us to do better every day.

Meet today’s complex challenges in

financial services

Discover how Xpedition FS Xcelerator Apps, underpinned by Microsoft Dynamics 365 and the Power Platform can help you

Onboarding Copilot Xcelerator

Streamline client onboarding and compliance with automated KYC checks, document collection, and profiling. The Xpedition FS Xcelerator guides users through configurable onboarding stages, captures key client information, and supports intelligent collection and secure storage of supporting documents.​

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Fundraising and Investor Relations Xcelerator

Build trust and raise capital with confidence. Track investor interactions, manage fundraising and committed investor vehicles.  Surface intelligent insights with AI-powered dashboards that help you nurture relationships and close faster. 

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Dealflow Xcelerator

Manage your entire deal pipeline with configurable dashboards and comprehensive tracking from origination to close. Record investment profiles, group and analyse deals by stage, sector, or type, and maintain full visibility of stakeholders and advisor relationships. Integrated process flows, secure document management, and analytics tools help accelerate decision-making and provide actionable insights across multiple deals. 

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Client Services Xcelerator

Deliver seamless client experiences across digital channels, powered by Dynamics 365 and Copilot. Enable secure, real-time communication and support, with self-service options and AI-driven case management that help clients access information and resolve issues quickly. 

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Broker Management Xcelerator

Empower your broker network with a secure platform for streamlined onboarding, compliance tracking, and performance management. Bring together providers, brokers, and customers in one end-to-end process, with configurable dashboards and detailed insights into broker activity, accreditations, and business plans. 

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Power BI Consulting Services

Transform complex data into actionable insights with intuitive, real‑time analytics. Power BI enables teams to explore, visualise, and share data through interactive dashboards and reports that surface meaningful trends and performance indicators. Connect to multiple data sources, monitor key metrics, and empower faster, more informed decision‑making across your organisation.

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Learn more about Xpedition FS Xcelerator apps

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