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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

Briefing App

Accelerate your meetings with the FS Xcelerator Briefing App underpinned by Microsoft Power Platform

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KYC and On-Boarding App

Meet fundamental KYC requirements with FS Xcelerator KYC and On-Boarding App

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Fundraising and Investor Relations App

Accelerate business growth and strengthen investor relationships

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Dealflow App

Manage client information and effectively control and advance your deals through the sales pipeline

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Client Services App

Exceed today's modern client expectations with FS Xcelerator Client Services App

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Broker Management App

Gain deeper insights into your broker network to track performance and strengthen relationships

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Power BI

Make confident decisions using enhanced business intelligence available in real-time

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Learn more about Xpedition FS Xcelerator apps