The WDX1 Client Lifecycle Management solution [Infographic]

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Check out our infographic that illustrates the Client Lifecycle Management solution for wealth and asset managers that we call WDX1.

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The Client Lifecycle Management Solution Overview


article infographic the WDX1 Client lifecycle management solution

Client Lifecycle Management addresses the complex challenges of relationship management and enables strategies and workflows to help grow your business and serve your clients better.

We simplify the process of client lifecycle management, giving you back precious time, so you can get on with what you are good at.

WDX1 comprises of 3 core modules that word great on their own and even better together.

WDX Engage

WDX Onboard

WDX Manage

Want to know more about our client onboarding module?
Watch our video or read more here

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FULL WDX1 BROCHURE

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Wealth Dynamix is a global Client Lifecycle Management technology provider for the wealth and asset management industries.

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Client Onboarding