Connect intelligence throughout your firm with tailored business applications for Wealth Management.
Dynamics 365 for Wealth Management is a comprehensive solution for wealth and asset management firms, investment managers, trust and fiduciary services, private banks and family offices.
Built by Xpedition on the market leading Microsoft Cloud platform, Dynamics 365 for Wealth Management is tailored for the specialised needs of your industry, helping you:
Please note that this download only demonstrates only a small percentage of the core functions available within a full-scale deployment. As such, Xpedition advises speaking to one of our senior representatives to discuss your Dynamics 365 Wealth Management requirements in more detail.Find out more about Dynamics 365 for Wealth Management