Our Solutions
WDX1
Highly customisable client lifecycle management platform leveraging Microsoft Dynamics, with flexible deployment options. Bespoke CLM has never been so attainable.
BESPOKE,
MODULAR,
OPTIMISED
With WDX1, you can achieve a CLM solution truly moulded to your business, maximising internal efficiency and delivering compliance by design, whilst supporting you in developing deeper and more profitable client relationships.
Highly customisable platform leveraging Microsoft Dynamics, with a range of deployment options
Firms already working with Microsoft Dynamics – or looking to utilise the Microsoft Platform – can leverage our WDX1 solution, which can be adapted to meet complex Client Lifecycle and Customer Data Management (CDM) requirements for Wealth Management Firms and Private Banks.
Support for custom code branches, Open APIs, private cloud deployments and custom release schedules, all built on our industry-leading data model and capabilities, provides firms with a platform that can be adapted to manage complex client requirements without compromise.
We work alongside your business and IT teams to ensure a complete harmony between target operating models, business processes, and technology, before working hand in hand to see our vision realised. And further, we’ll continue to work with you to ensure your solution remains one step ahead indefinitely, not just on day one.
- Highly configurable
- Modular approach or full-suite CLM
- Options to deploy on-premise or in the cloud
- Proven ability to transition from on-premise to cloud
- Control over infrastructure
- Control over deployment and release schedules
- Configuration tools to allow self-service
- Scalable customer data management (CDM)
- Open API set and standardised loaders and exports for easy integration
- Options for bespoke development
- Leveraging Microsoft Dynamics and the broader Power Platform
Here’s just some of the recent results our clients have experienced
BUSINESS BENEFITS
Achieving bespoke results intelligently
Our WDX1 solution is almost endlessly configurable, from the precise nuances of your workflows to your forms, to your business rules, your interpretation of regulations, the layout of UI/UX, and much more. Yet when we deliver WDX1 we are not starting from scratch – far
from it.
Our industry-specific templates are built on decades of experience and are informed by the solutions we have delivered to some of the most respected firms in the industry. They are designed to get you 90% toward your end goal immediately. But closing that 10% does not have to be difficult. Our optimised set of configuration tools allows us to efficiently close that last 10%, adjusting the template’s existing configuration – or extending it – until it fits just right. Why start from scratch, when there’s a more intelligent approach to attaining your desired CLM solution?
Modular
WDX1 can be deployed as an end-to-end CLM solution for individual use cases such as client onboarding, reviews, or prospect management. But regardless of where you might start with WDX1, the modules delivered, and the scope of use cases covered can always be extended in tandem with your business strategy and service offering. When modules are designed to work great on their own but even better together, it’s hardly surprising that so many of the customers we work with see their WDX1 solution cover the full scope of the client lifecycle.
Scalable
WDX1 manages large client bases with ease and can be quickly scaled as the business grows. Whether it’s due to business acquisition, expansion into new jurisdictions, or straightforward organic growth, with WDX1 firms can rest assured that whatever the future holds, we have you covered. Built on a well-known, proven, Microsoft-centric infrastructure, scaling your CLM solution has never been easier.
Flexible & Secure Deployment Options
At Wealth Dynamix, we recognise that firms often need control over their deployment approach, whether that be due to local regulation or internal policy. WDX1 can be deployed initially on your premises (with a clear migration to the Microsoft Cloud later), or within your own private cloud and Azure tenant. With key security capabilities including encryption in transit, BYOK, and field-level tokenisation of PII at rest, your data is fully protected.
Complete control
The WDX1 solution is designed to the level of control you are looking for – over the functional solution itself, over the way the solution is deployed, and over the way it is managed and evolves over time. However you might be set up today and you want to operate going forward, we have the right model for you. It’s all part of the flexibility offered by WDX1.
Ultra-connected & easily extendable
The WDX1 platform has an extensive ecosystem of complementary third-party technologies, from core banking and portfolio management solutions to AML screening solutions, e-signatures, and much more. This rich selection of pre-integrated solutions combined with our own open APIs and file-based interfacing mechanisms, allows WDX1 to be implemented into your wider technology landscape with surprising ease and efficiency.
Proven time & again
Our WDX1 platform is used by some of the best-recognised names in global banking. Firms with sophisticated, multi-faceted businesses sometimes span a wider number of jurisdictions. Our WDX1 platform and delivery teams have proven time and again that these sorts of challenges are the ones where we excel.
KEY CAPABILITIES
The WDX1 CLM platform is equipped with a comprehensive set of CLM configurable capabilities, providing a complete understanding of the customer from the very first touch point, through onboarding and beyond, whilst simultaneously revolutionising the efficiency of the business in managing that customer journey.
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LATEST INSIGHTS
26 May 2026
Why first impressions matter: Rethinking onboarding in wealth management
Discover why first impressions matter in wealth management onboarding. Learn how seamless, tech-savvy onboarding can elevate client experiences and build lasting loyalty.
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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