WinWealth was formed and developed by a consortium that effectively intersects decades worth of Wealth and Asset Management experience with unparalleled Microsoft CRM Dynamics and other complimentary technology capabilities. The fruit is a uniquely positioned product and wrapper service to help UK and global Wealth and Asset managers win new wealth, and make it old.

Our Solution Architects and technologists are available to further extend the core product for custom-fit the product for your optimal use. By integrating with existing off-the-shelf software we can deliver big, cost-effective wins to your operational efficiency, helping you get the most of the technology you use every day.

We can help with your roadmap development, support your decision-makingfor implementing Dynamics CRM, helpyou correct an implementation that has gone wrong, or upgrade to the latest version.