Wealth Dynamix
Insights
Explore our latest Client Lifecycle Management news, insights and thought leadership
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25 June 2020
Goal-based planning: transforming missed opportunities into growth
Goals-based planning is fast-becoming a competitive differentiator for wealth managers. So, what are the pitfalls for relationship managers who lack visibility of a client’s goals, on a day-to-day basis?
2 min. read
23 June 2020
Wealth Dynamix Partners with Ortec Finance to Add Goal Based Wealth Management Insights to a Single Client View
The integration will provide relationship managers and advisors with complete, seamless visibility of every client’s portfolio progress against pre-defined goals, from within a single, unified advisor workspace.
3 min. read
22 June 2020
Webinar: Goal Based Planning – A Win-Win for Wealth Management Advisors and Clients
Join our webinar to find out why wealth managers are missing out on opportunities to grow, by failing to offer goal-based planning.
1 min. read