Our Capabilities
Frictionless client onboarding
Create a streamlined onboarding journey, providing an exceptional experience to clients and easy-to-use automated tools for your staff.
ACCELERATE CLIENT ONBOARDING
We streamline and improve the process like no other technology provider, with a unique hybrid approach.
BUSINESS BENEFITS
Our end-to-end onboarding capabilities revolutionise the client onboarding experience. It automates internal processes, and removes paper and manual tasks, while supporting digital engagement for clients.
Onboarding acts as the foundation for a wealth management relationship. It is, therefore, critical to provide an exceptional client experience. Lengthy onboarding times, repeated or duplicated requests for information, or a lack of transparency can all undermine this. We use embedded compliance rules and guided workflows to ensure a smooth and quick experience, where onboarding is always completed ‘right first time’.
Onboard new assets more quickly, so that your client’s money is invested sooner allowing everyone to benefit.
Our goal is to use digital technology and automation to drive efficiencies through a unique hybrid approach. This allows clients to be onboarded fully digitally, traditionally, or through a combination or mix of both. To support this, our platform comes ready to go, with real-time messaging, video, voice, and collaboration all within a secure environment.
KEY Capabilities
Supporting a range of client types
As well as direct clients, our technology also supports more complex client types such as related parties, trusts and corporate entities. Processes and forms dynamically adapt to each scenario to ensure only appropriate information is captured. As well as complex client types, we also support complex business models including multiple business lines, product types and multi-booking centre set-ups.
Digital client self-service
Our digital self-service capabilities enable clients to easily provide personal details, complete their risk profile, and send, receive and sign documents at their convenience. Communication is made easy too, via message, phone and video capabilities.
Scale up with peace of mind
Scale front office teams without scaling costs or compromising on service levels or compliance adherence. Intuitive tools, automated parallel processes, and embedded AML, Suitability and Cross-border business rules and regulation all combine to make the process faster and more compliant both locally and globally.
Making the process painless
We help advisors accelerate the process and improve record-keeping with automated onboarding. Processes are automated internally by dynamic workflows, automatically routing and assigning tasks, as well as providing comprehensive audit trails for compliance. We allow clients to assign tasks to the correct roles automatically, with appropriate triggers and alerts to the right parties.
Single source of data
An enter-once-use-many-times approach reduces error rates and removes repetitive administrative tasks. Data is updated in real-time, validated and then re-used across the whole process, from screening to report and account opening document generation.
Single transparent view
Wealth Dynamix eliminates the need to log into several systems to track progress, find data and re-key during the onboarding journey. We enable collaboration between all teams – using the same system, at the same time. The parallel processing of documents enables departments to work concurrently, while pre-built integrations to Risk Profile, AML, and other tools remove the need to step between differing systems.
Client due-diligence
Our solution is tailored to meet compliance requirements using intelligent KYC capture which adapts to each client type, their role, domicile, and the products to be sold. This allows the capture of detailed information across contact details, KE&U (knowledge experience, and understanding), ESG, Financial Situation, and more. Combined with our Suitability & AML risk scoring engines, you can monitor the suitability of advice and proactively highlight overall client risk.
Paperless processing
Our onboarding module eliminates delays caused by paperwork and manual form signings, by incorporating e-signatures, document generation, pre-population, checklist, and distribution capabilities – together with their integration with client digital self-servicing.
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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.
5 min. read
29 July 2026
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.
5 min. read
19 June 2026
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.
5 min. read
