Wealth Dynamix

Insights

Explore our latest Client Lifecycle Management news, insights and thought leadership

Browse by type

Goal-based planning: transforming missed opportunities into growth

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

Wealth Dynamix Partners with Ortec Finance to Add Goal Based Wealth Management Insights to a Single Client View

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

Webinar: Goal Based Planning – A Win-Win for Wealth Management Advisors and Clients

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

Sign up to our Newsletter

GET THE BROCHURE
Client Onboarding