Intelligent wealth applications for the digital firm

Xpedition Wealth Management CRM Solutions

Wealth Management CRM solutions today are very different from what they were just a few years ago. To effectively compete in today’s environment, you need a solution that equips you and your firm with the tools necessary to drive growth, increase share of wallet, strengthen relationships, help meet regulatory requirements and ultimately, deliver the modern, digital client experience investors demand.

But technology is only the one part of the story. It is our expertise that truly delivers your

Driven by innovation, our goal is to see you succeed.

Delivering creative solutions through genuine collaboration, we are the partner of choice for today’s wealth managers.

This is Xpedition Wealth Management.

The Wealth Management Solution

Your history is important to us. Where you want to go is even more important. We work with you to assess your existing systems and data, and get under the skin of your firm to see where you are, and map out where you want to be. Xpedition Wealth Management solutions are your catalyst for growth.

From inception and throughout the life of the project, Xpedition gives you, and your clients, a distinct advantage. Our proven system enhances the client experience by giving the capabilities to build stronger relationships.

Providing greater oversight on all clients, from onboarding through to pipeline management and client data structures, the Xpedition platform is your key to rapid project development.

Meet the demands of Wealth Management today >

The Xpedition Wealth Management platform’s unique features delivers business growth and an improved client experience. Key features include:

  • Relationship intelligence
  • Pipeline management
  • Onboarding, KYC and AML
  • Regulatory compliance and audit trail functionality
  • Marketing & communications
  • Event management
  • Multi-platform integration

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.

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.

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.

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.

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.

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.

The Growth Opportunity in Wealth Management




We have delivered over 750 transformational projects for clients over the last 5 years, so we hold the highest level of partner certification for Microsoft Dynamics and have consistently been recognised as an elite partner, based on customer satisfaction levels.

Xpedition has been a Microsoft Gold partner for over 15 years, acting as a strategic collaborator in the development of Microsoft’s Business Applications.

Recognised by Microsoft as experts in Financial Services and Professional Services, we are one of a small number of Dynamics Partners to have sufficiently demonstrated our sector experience and been accepted into Microsoft’s European Industry Partner Programme.

Power BI

Business intelligence like never before. Go from data to insights in minutes. Seamlessly exploit insights about your firm’s performance, investments and accountability. With powerful reporting, you can analyse with confidence and act with certainty


InsideView delivers Wealth Managers key data, insights, and connections that drive new client acquisition and develop increased business growth. Delivering both marketing and sales enhanced intelligence, InsideView helps target and engage prospective clients with deeper insight gleaned from business information and social media repositories, you have greater access to essential data, leading to faster wins and higher business growth.


As a certified ClickDimensions Gold Partner, together, we enable Wealth Managers to execute superior marketing campaigns, from building emails, web forms and surveys, to planning and executing advanced nurture campaigns and campaign automation. With all information stored in one place, users can easily draw on information that is accurate and up-to-date with the latest client activities and outcomes.