We know Wealth Management.
As client expectations rise and the market grows more competitive, wealth management firms face a unique set of challenges that test their ability to deliver personalized service, safeguard assets, and operate efficiently.
Manufacturing
The advantages of automation, AI, and machine learning have caused a shift toward smart factories and data-driven manufacturers. We help you to become competitive, innovative, and resilient.
Financial Services
How to navigate intense competition, stay in compliance with ever-changing regulations and leverage commercial opportunities. We help you create an IT landscape that enables efficient operations and connects processes and data.
Professional Services
People-centered, client-focused and project-driven: that’s professional services in a nutshell. We design and implement technology solutions that enable better decision-making and effective working.
Retail & Distribution
We modernize the retail workplace, bringing previously unseen insights to the business, implementing intelligent order management and get you closer to your customer.
Public Sector
HSO helps public and government organizations to meet and leverage increasing expectations for digital service, responsiveness and transparency.
Non-Profit
We support Non-Profits by modernizing applications, automating processes, and providing insight. Through technology, we nourish successful relationship management and enable greater impact.
Solutions
HSO develops industry-specific solutions that leverage the latest cloud and AI technologies from Microsoft, accelerating our customers' digital transformation.
What we do
HSO is one of the world’s top business solution and implementation partners, large enough to serve, small enough to care. Through our services, we help companies transform the way they work and improve business performance.
Business Applications
Microsoft Dynamics 365 Business Applications for ERP and CRM are leading in the industry. But their real strength is in the integration. Combined, they deliver even more value.
Cloud Services
HSO has a proven track record in supporting our customers in their cloud journey. With your business in mind, we offer a comprehensive suite of services to help you gain value from the cloud.
Data & AI
We help customers build an operational and future-proof data platform, ready to realize business value from AI and machine learning technologies.
Join HSO
Our workforce is a growing dynamic, unique, and diverse global community that is quality and performance-driven. For every stage in your career, we offer challenging opportunities. We look forward to meeting you!
Life at HSO
We are a global community of people with an entrepreneurial spirit, in an environment where you can really make a difference and have your voice heard. We constantly challenge ourselves to be better. Come join the journey with us!
Graduate Programs
Skyrocket your career with our graduate programs and accredited certification opportunities at HSO around the world!
HSO Academy
From technical skills, soft skills, mentorships, leadership coaching, masterclasses, informal knowledge sharing and globally recognised certifications - HSO Academy is your personal and professional knowledge accelerator.
Vacancies
Find opportunities in Consultancy & Technology, Project Management, Leadership, Sales and Business Development, Marketing, Legal and HR.
Join HSO
Our workforce is a growing dynamic, unique, and diverse global community that is quality and performance-driven. For every stage in your career, we offer challenging opportunities. We look forward to meeting you!
Life at HSO
We are a global community of people with an entrepreneurial spirit, in an environment where you can really make a difference and have your voice heard. We constantly challenge ourselves to be better. Come join the journey with us!
Graduate Programs
Skyrocket your career with our graduate programs and accredited certification opportunities at HSO around the world!
HSO Academy
From technical skills, soft skills, mentorships, leadership coaching, masterclasses, informal knowledge sharing and globally recognised certifications - HSO Academy is your personal and professional knowledge accelerator.
Vacancies
Find opportunities in Consultancy & Technology, Project Management, Leadership, Sales and Business Development, Marketing, Legal and HR.
Wealth Management: Keep Clients Happy and Loyal
Protect your hard-earned business by empowering your advisors to provide superior client experiences with cloud-based solutions from HSO, built on the Microsoft platform.
Customer Story: CAPTRUST
A Leading Wealth Management Firm Goes from Ground to Cloud with HSO and Dynamics 365 on Azure
Reimagine Wealth Management with Data & AI
Empower advisors to deliver proactive insights, personalized service, and efficient operations through Microsoft-powered intelligence.
We know Wealth Management.
As client expectations rise and the market grows more competitive, wealth management firms face a unique set of challenges that test their ability to deliver personalized service, safeguard assets, and operate efficiently.
Clients today demand more personalized, digital-first experiences, instant access to portfolio insights, and proactive advice — pushing firms to rethink engagement models.
Wealth management firms face an increasingly complex web of local and global compliance requirements, including fiduciary standards, data privacy laws, and anti-money laundering (AML) obligations.
Attracting and retaining high-net-worth and ultra-high-net-worth clients has become more challenging as competition intensifies, both from traditional players and digital disruptors.
Delivering tailored advice and solutions to clients while maintaining operational efficiency and scalability continues to challenge firms, especially as they grow.
Many firms still rely on aging technology and disconnected systems that hinder their ability to gain a unified view of client relationships, assets, and performance.
Wealth management firms are prime targets for cybercriminals. Securing sensitive financial data and safeguarding against fraud is critical to maintaining trust and compliance.
Rapidly changing market conditions require wealth managers to provide timely, data-driven advice and adjust client strategies proactively — which demands robust analytics and agility.
Rising costs, fee compression, and increasing client demands are pushing firms to find new ways to automate workflows, reduce manual effort, and optimize resources.
Even though you’re keeping your clients loyal and attracting new ones by demonstrating value, putting their money to work faster with efficient onboarding, and enhancing their experience, there is an ever-growing field of competition in the form of robo-advisors.
HSO's solutions for Wealth Management empower your advisors to provide a superior client experience, including a level of service and predictive insights a robo-advisor cannot. You can increase efficiency, gain better visibility into your organization, and assist your continuous efforts to build trust and loyalty.
HSO & Microsoft
Empowering your Wealth Management firm to thrive in the digital age
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Tailored for modern advisory teams, this solution enhances Microsoft Dynamics 365 to deliver personalized service, streamline onboarding, and deepen client relationships:
Consolidate household data for a complete 360° view of clients and related parties
Track portfolios, product interests, and wealth plans in one centralized platform
Simplify onboarding with automated tasks, approvals, and visibility across teams
Monitor sales pipeline performance with stage tracking and “what-if” fee modeling
Leverage AI-driven insights to strengthen engagement and uncover new opportunities
A single, integrated solution that supports complex fund family structures, enabling the management of the reimbursable expenses of those structures:
Comprehensive tools for managing loan receivables that support approval, disbursement, collection, and fund monitoring:
A centralized, rules-based engine that transforms raw financial activity into clean, auditable, and compliant accounting—before it reaches your ERP:
A complete solution built on Dynamics 365 Finance that enables you to automate the processes needed to set up and maintain multiple entities effectively and efficiently:
A powerful solution that leverages Microsoft Fabric, Azure tools, and more to help you overcome data challenges by providing a unified platform for seamless data integration and comprehensive analytics capabilities:
An end-to-end data management framework that helps you meet modern sustainability goals and ESG standards. AI-infused with deep data capabilities, it supports all your ESG data collection, local taxonomy tooling and compliance reporting needs:
What You Gain with Modern Wealth Management Solutions
Leverage a Customer Data Platform (CDP) for client insights
Get a 360-degree view of households, contacts, accounts, and connections
Proactively manage your book of business with visibility into accounts and holdings from both external and internal systems in one place
Capture, track, and report on recommendations — including onboarding, investment research, accounts, and more — and route them for review and approval
Maintain a product library and efficiently capture research to support informed recommendations
Prospect more efficiently, knowing who to call and when
Capitalize on cross-sell opportunities with targeted offers based on profile, risk tolerance, and needs
Track sales activities, trends, and valuable customers with analytics
Speed onboarding by tracking work status and providing a positive digital experience through mobile and portals
Stay in compliance with ever-changing regulatory requirements
Easily create, maintain, and update Best Interest Contracts (BICs) in one central location
Use dashboards to monitor, review, and manage recommendations created by advisors
Reduce errors and lower overhead by streamlining processes and centralizing data
Easily generate reports for internal management (branch managers, compliance) and external authorities (DOL, FINRA, SEC)
Integrate with third-party data, including transfer agent and intermediary data
Use comprehensive analytics and reporting to capitalize on new opportunities and support regulatory needs
Increase operational efficiency by automating key tasks—from client onboarding to quarterly reports and compliance processes
WEALTH MANAGEMENT SUCCESS STORIES
Wealth Management Customers
We help Wealth Management firms thrive
It's clear that financial services is a cornerstone of HSO's business. They know what is required for a successful implementation and adoption.
The HSO Approach
Our team has deep knowledge of the financial sector, ensuring that our solutions are tailored to your specific needs.
We leverage the latest advancements to provide you with cutting-edge tools and platforms.
Access our extensive library of events, blogs, and on-demand videos to stay informed and ahead of the curve.
WEALTH MANAGEMENT RESOURCES
Learn More About HSO and Wealth Management
Explore our extensive library of resources for Wealth Management firms
Bring Intelligence to Every Interaction with an AI Briefing for Wealth Management
Wealth management firms are under pressure to deliver more personalized service, deeper insights, and faster decisions—across more clients, channels, and regulations than ever before. But legacy systems, fragmented data, and manual workflows stand in the way.
AI offers a new advantage. From onboarding and portfolio analysis to client service and compliance, AI can automate routine tasks, surface tailored recommendations, and give advisors the real-time insight they need to serve better—and scale faster.
In just a few hours, this session helps your firm understand AI fundamentals and pinpoint high-impact use cases tailored to wealth management. You’ll leave with:
A clear view of how AI and Copilot can support advisors, operations, and client experience
Practical steps to build an adoption roadmap that fits your business
Insight into Microsoft’s AI capabilities—Power Platform, Fabric, Azure AI, and more
Confidence to move from ideas to impact—with a partner who knows wealth management
Whether you’re just exploring AI or ready to move forward, this session helps you turn potential into performance.
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