Oxygen CRM-WM was created to provide you with a complete 360-degree view of client data. Designed to improve efficiency and automate not only your onboarding processes, quarterly and annual reporting, but also to simplify your path to compliance. Saving time, enables you to reduce the cost of giving advice and with more time available, and better, more detailed information and data at your fingertips, you are able to spend more time with your clients addng tangible value to your reltionships - individual, family, trust or corporate.  

Oxygen CRM-WM is built directly into the FCA/SEC compliant and fully managed Microsoft Office 365 cloud, meaning it deploys fast and can be tailored to your terminology and processes - it adapts to you, not the other way around. 

All information, processes and documents are integrated into a central hub, right there beside your primary relationship and prospect records. This creates a centrally connected platform that drives efficiency, and helps you work together more fluidly to provide clients with better service, spot trends effectively and boost overall service and revenue.