Wealth Management CRM Solutions Powered by Microsoft Dynamics 365 and the Power Platform

In the world of today’s ‘always-on’, globally connected client, our Wealth Management Accelerator leverages the power of Microsoft Dynamics 365, Microsoft Azure Cloud and our innovative FS Xcelerator business applications to ensure you are are always one step ahead of the competition.


Years as a Microsoft Solutions Partner


years of product experiencs


Dynamics projects


Dynamics professionals

The digital client experience for a new generation of investor

The shifting wealth management landscape and the changing client demographic are fundamentally altering the way in which you and your firm need to approach client acquisition and relationship management.

Combining our considerable industry experience with innovative business applications, our Microsoft Dynamics 365 Wealth Management Accelerator will empower you to deliver a holistic, digital client experience that the new generation of investor demands.

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Discover the benefits of wealth management CRM

With the new regulatory environment forcing Wealth Management firms to manage their data under increased scrutiny, you need both a solution, and an expert team, to help you meet these challenges head-on.

Working with a range of clients throughout this sector, we not only understand your challenges, but our experience in Wealth Management means we will guide you on your journey to success.

Wealth Management Xcelerator datasheet

Key Features

Discover Xpedition FS Xcelerator Apps underpinned by Microsoft Dynamics 365 and the Power Platform

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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Client Services App

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

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Power BI

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

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“The Microsoft Dynamics 365 platform provides flexible and proven functionality that The Openwork Partnership needs for market-leading customer experiences and robust security and compliance. It includes seamless integration with existing Microsoft office systems, KPI reporting and analysis, and comprehensive data access via its open API which is complemented by Microsoft’s Logic Apps and other Azure services.”

Craig Woodhouse, Technical Consultant, The Openwork Partnership
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