Watch the demo
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
Briefing App
Accelerate your meetings with the FS Xcelerator Briefing App underpinned by Microsoft Power Platform
Find Out More
KYC and On-Boarding App
Meet fundamental KYC requirements with FS Xcelerator KYC and On-Boarding App
Find Out More
Fundraising and Investor Relations App
Accelerate business growth and strengthen investor relationships
Find Out More
Dealflow App
Manage client information and effectively control and advance your deals through the sales pipeline
Find Out More
Client Services App
Exceed today's modern client expectations with FS Xcelerator Client Services App
Find Out More
Broker Management App
Gain deeper insights into your broker network to track performance and strengthen relationships
Find Out More
Power BI
Make confident decisions using enhanced business intelligence available in real-time
Find Out MoreAdopt Microsoft Copilot next-gen AI to personalise customer experiences and accelerate revenue
Comprehensive PE portfolio insight for Deutsche Beteiligungs
A comprehensive, real-time PE portfolio insight for leading private equity firm, Deutsche Beteiligungs AG
Oakley Capital: Specialised Deal & Investor Focused Private Equity CRM
Xpedition was the partner of choice for leading private equity firm Oakley Capital. Discover the story behind the delivery of a powerful deal and investor relations focused CRM solution. Learn why leading private equity firm, Oakley Capital, chose Xpedition to deploy a class-leading, deal and investor focused CRM featuring secure, full-featured mobile access The Challenge:…
A powerful, comprehensive customer-centric system for The Openwork Partnership
Background The Openwork Partnership is one of the largest financial advice businesses in the UK. The group comprises over 650 advice firms, ranging from a few staff in a single office through to multi-branch firms with over a hundred staff. Firms across the network offer a range of services and specialisms, from investments and…
trusted by
