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.
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.
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.
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.
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.
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
16 April 2026
Why the key to efficient onboarding is to focus on the wider journey
The client onboarding experience for many firms is the first time that a client comes ‘face-to-face’ with the processes and operations of a wealth management firm or private bank. The quality of this experience can set the tone for the ongoing relationship and the client’s expectations, but with a third of firms taking longer than three months to onboard clients, it can also represent a missed opportunity.
3 min. read
19 February 2026
Can AI automate trust in wealth management? Why technology must strengthen, not replace, human relationships
Can AI automate trust in wealth management? In this article by Wealth Dynamix, published in the Wealth Mosaic WealthTech 2026 Report, we explore how AI can scale personalisation, strengthen adviser relationships, and support trust without replacing the human touch.
3 min. read
27 January 2026
Wealth Dynamix welcomes Fiske plc as the latest SaaS CLMi client, strengthening strategic partnership with Third Financial
Wealth Dynamix welcomes Fiske plc as the latest client to go live on its CLMi SaaS platform. Delivered through our strategic integration with Third Financial, the deployment enables Fiske to further enhance its highly personalised client service while leveraging a fully connected, rapid-to-deploy Client Lifecycle Management solution.
3 min. read