HQ Address

46 Worship Street, London, EC2A 2EA, United Kingdom

Website Address


Ownership Type


Parent Company


Connect with Xpedition
Business introduction

Guiding your path to growth

At Xpedition, we guide your path to growth through the implementation of intelligent cloud-based business applications. A Microsoft Gold Partner and expert in Dynamics 365, Xpedition has considerable experience in taking wealth management firms to new heights

Through the implementation of innovative CRM solutions, we help you meet the demands of the modern investor. Whether dealing with private clients, family offices, intermediaries or institutional clients, Xpedition will help you achieve digital transformation success.

Previously known as TouchstoneCRM, we offer so much more than CRM and business software. We deliver real business value through expert consultancy. We’re known for our questioning nature and challenging the status quo.

Our services deliver defined outcomes as we know that every firm is different. We’ll work with you to identify and understand your unique requirements so we can guide your path to growth.

We understand wealth management and our experts are passionate about sharing their knowledge, revitalising client experiences and improving operational efficiency.

We inspire with insight led guidance, whilst our market leading expertise and industry knowledge drives your firm to its objectives. We only succeed when our clients succeed. 

Ultimately, choosing an expert partner that will take the time to understand your needs and provide professional guidance is the key to reaching your destination. 

At Xpedition, we’ll show you the way.

Xpedition: An introduction to the solution offering, Microsoft Dynamics 365 for Wealth Management

Client Engagement & Management, Client Marketing & Prospecting


Welcome to the first of our video interviews with London, United Kingdom-headquartered Microsoft Gold Partner and expert in Dynamics 365, Xpedition. In this video, we interview Ben Revill, Business Manager......

Xpedition: More details on the solution offering, Microsoft Dynamics 365 for Wealth Management

Client Engagement & Management, Client Marketing & Prospecting


Xpedition: Optimising Microsoft Dynamics

Client Engagement & Management, Client Marketing & Prospecting


Welcome to Xpedition - previously known as TouchstoneCRM

Business Intelligence & Practice Management, Client Engagement & Management


Xpedition: Wealth management

Client Engagement & Management, Client Marketing & Prospecting


Xpedition: Going further with Microsoft Dynamics 365

Client Engagement & Management, Client Marketing & Prospecting


Business Overview

Xpedition is part of the Touchstone Group. Incorporated in 1982, Touchstone Group is one of the UK's leading IT Services Group, solving real business issues for its clients. 

Collectively, we aim for excellence in everything we do – from the way we run our business to the quality of the services we provide. This philosophy is encapsulated in our three pillars: people, partnership and solutions.

Passionate about the power of everything we deliver, our people enable your people to work better. Our consultants bring a transformative combination of knowledge, skills and enthusiasm to every project we work on: our credibility is your confidence that, together, we will more than achieve your objectives. Every one of our team members takes personal responsibility for exceeding your expectations. Putting our customers first is absolutely core to everything we do.

We treat you the way we want to be treated: with respect, courtesy and understanding. When we work together with our clients, we do just that: work together. We function as an extension of your business: always on hand, either sharing or helping to shape your vision. We’re business people as well as technologists, so we only recommend a limited number of best-in-class platforms that support business growth. Having developed unrivalled expertise in these platforms, we identify the best application for your business. Collaborative, supportive and consultative: we are success-led, not sales-led. All of which underpins why we are a strategic partner with many of our clients and the long-lasting, mutually rewarding relationships we enjoy.

Software is never an end in itself. It is simply a tool to help you get where you want to be. The value of our experience is to understand your business and your objectives, then tailor the right solutions to work the way your business works and to deliver against your targets. Always pro-active in adapting to changing requirements and in looking beyond the needs of today, we equip you with solutions that evolve alongside your business as you grow, diversify or change direction. Wherever you are going, we will join you on your journey, bringing energy, ability and enthusiasm to help you get there.


  • Asset Leverage Consultants
  • Equiom Group
  • Independent Franchise Partners
  • Zedra


Key Data

Year founded
wealth management employees
Office Regional Presence
  • Asia
  • Oceania
  • Western Europe
Type of Clients
  • Bank & trust
  • Digital wealth manager
  • Global Private Bank
  • Independent Financial Advisor
  • Investment fund manager
  • Private Client Investment Manager
  • Universal bank wealth manager
  • View Others View Less
Client Regional Presence
  • North America
  • Western Europe
Leading client geographies
  • Belgium
  • France
  • Germany
  • Guernsey
  • Jersey
  • Luxembourg
  • Netherlands
  • Switzerland
  • United Kingdom
  • United States
  • View Others View Less

Xpedition Solutions

Microsoft Dynamics 365 for Wealth Management

The Xpedition Wealth Management CRM Accelerator seamlessly integrates with Office 365, Outlook, Exchange, SQL Server, LinkedIn and a host of other powerful third-party applications. The result is an advanced ecosystem that breaks down internal silos, increases productivity and sales revenue. It also helps you meet the ever growing compliance challenges.......

business needs
Client type
client geography presence
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