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

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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 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.......

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