Leading Wealth Management Firm Case Study

Leading Wealth Management Firm


Leading Wealth Management Firm


Sage and Salesforce to Microsoft Dynamics Business Central Migration


The client is a leading wealth management firm offering investment management, financial planning, tax, trust, estate and philanthropic solutions to help individuals, families, and nonprofits manage their wealth. They have over 30 years of experience, 60 employees and manage over 5 Billion USD.

They were using Sage 50 for accounting and Salesforce for CRM processes. In addition, they were using third-party services for Human Resource and Project management.

However, they were facing issues with data management, consolidated reporting and business process integration. Their systems also lacked advanced automation, in-depth customization and data analysis features.


The client approached SoftArt seeking a custom solution and hoping to implement a one-stop solution which would meet all their needs.

After reviewing their data and needs, SoftArt suggested migrating to Microsoft Dynamics 365 Business Central.

SoftArt created a 90 day roadmap for the implementation of Dynamics Business Central. In addition, customization of modules and data migration were completed in another 30 days. Finally, SoftArt also provided training, making their internal team self sufficient and continues to provide support services.

The project was a resounding success and exceeded the client's needs:

  • Automation of manual tasks and easy data management
  • Easy consolidation of data without and automated business process integration
  • Powerful automated reporting in a dashboard view
  • Integrated team management and communications
  • Access to powerful data analytics, AI and customizations to drive growth


Project completed in just 120 days

Project completed in a time period shorter than initial estimates

Productivity boosted by 60%

Consolidation of fragmented vendor costs and cost reduction by 40%