Our Capabilities
Advisor dashboards and workstations
Advisor workstations and management dashboards provide a single place to manage wealth management clients, delivering intelligent insights and prioritised actions.
EMPOWER STAFF
BY PROVIDING DEEPER INSIGHTS
Our range of dashboards provide management and teams all the information they need to view and manage their book of clients and the broader business.
BUSINESS BENEFITS
Using a centralised source of data, our client relationship management solutions provide a 360-degree view of client profiles including contact information, financial goals, investment preferences, and communication history. Added to this can be an integrated view of the clients’ products and portfolios, from holdings to transactions. This centralisation allows all teams to access real-time information quickly, enhancing client interactions. Â
By consolidating client data into modern, easy-to-interpret graphical dashboards, management teams and advisors gain digital summaries and intelligent data-driven insights which can be used to gauge performance against targets and KPIs, as well as the health of your client relationships and managed portfolios. These dashboards also remove the need to access multiple systems to manage your day-to-day role, consolidating all key information in a single location.
All roles have their own highly personalised dashboards, providing a focused view of the information directly relevant to them. When all your teams are on a single platform and sharing the same data set, collaborations become seamless and processes more efficient.
Our management-level dashboards provide a holistic view of the entire prospect and client book, by client segment or by advisor. Graphs provide an intuitive interface, making trends and anomalies quick and easier to identify.Â
Our role-based dashboards provide a home screen for advisors, front and middle-office support. This home page centralises all tasks and outstanding actions, provides updates on where tasks are in a given workflow, whilst alerts and flags highlight if they are overdue. Â
Augment deep data with machine learning and artificial intelligence to provide advisors with a detailed 360-degree profile of every client, no matter their type. Personalised, intelligence-driven notifications are auto-classified and prioritised for the user which are attuned to client activity and sentiment analysis.Â
Visualisation tools using deep, holistic data combine to provide the ability to conduct highly targeted customer engagement and relevant product recommendations to help you unlock the true value of your client portfolio.
KEY CAPABILITIES
Integrated portfolio and product views
Using a range of pre-built integrations, and connectivity options you can bring in broader information relating to your client’s portfolios and products, including:
- Portfolio overview – Provides an at-a-glance breakdown of holdings, performances, allocations and more.
- Overall client wealth view – Review the total sum of both banking and investment products held with your firm, as well as ‘held-away’ assets the client has with other institutions.
- Banking – Review banking products from day-to-day to saving accounts, alongside transactional information.
- Credit – Understand credit facilities from mortgages to Lombard lending, including repayments, outstanding amounts, and remaining drawdown.
- Protection – Protection products held by the client, and key policy information.
360-degree client view
Wealth managers can view all information collected on the client in one place, including KYC, suitability review due dates, documents, service requests, portfolios, planning and banking services, past interactions, and more. This helps them to understand the client better and provide a more hyper-personalised service.
Management dashboards
Our solutions come with a range of management-level dashboards, from practice management to branch oversight, from compliance to operations. Each can be fully adapted to reflect your key KPIs, metrics, and alerts, and integrated with our Hierarchy and Access Control models to ensure only pertinent data is shown.Â
Within these highly tailored screens, management staff can gain new insights into their business areas, turning raw data into actionable insights.
Advisor dashboards
Each advisor has their own personalised dashboard. These role-based dashboards provide an at-a-glance view of all relevant information across their whole client book in a single location. No more logging into different systems to gather information and piece it together offline. New actions, alerts, outstanding tasks and upcoming activities are highlighted – whether advisor, prospect, client, or team generated.
Our advisor dashboards give you back time, with teams no longer having to waste time duplicating work or trying to find information that is stored in different systems.
Personalisation and configurability
Our Dashboards and 360-degree views can be configured to meet your business needs, from embedding your own systems and components, to adding your branding and adapting to your terminology. Our solutions are additionally multi-lingual and multi-currency, ensuring staff are able to use our dashboards in any region.
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LATEST INSIGHTS
1 October 2026
Client lifecycle management: a new driver of performance in wealth management
Faced with increasingly demanding clients and an ever more complex regulatory environment, wealth management professionals are being forced to rethink how they operate. Since 2012, Wealth Dynamix has been digitising the client journey through its client lifecycle management platform, restoring the central role of advice.
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How perpetual KYC supports a proactive compliance framework
As AI reshapes compliance, perpetual KYC is transforming client lifecycle management. Robert Roome explores how continuous, AI-powered KYC can improve data quality, reduce manual effort, and help firms build a more proactive, auditable compliance framework.
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The future of onboarding: Embracing a holistic client lifecycle management approach
Discover how a holistic Client Lifecycle Management (CLM) approach transforms onboarding in wealth management—boosting efficiency, ensuring compliance, and elevating the client experience through integrated, digital-first solutions.
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