SAP Business One Supporting Growth for Wealth Manager

Based in the established financial service centres of the Isle of Man, Ireland and Guernsey, Utmost Wealth Solutions manages over £27.9bn assets for more than 136,000 clients (as at 30 June 2019). It has a clear focus on being the leader in the wealth solutions market.

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To support the planned growth of the business and streamline business functions, it needed to replace its in-house bespoke systems. Discover how Codestone helped Utmost achieve this whilst helping them move to paperless expenses and invoicing, improving compliance, and enhancing group-wide decision support with SAP Business One.

Read the full case study here

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