The WDX1 Client Lifecycle Management solution [Infographic]

Check out our infographic that illustrates the Client Lifecycle Management solution for wealth and asset managers that we call WDX1.

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The Client Lifecycle Management Solution Overview


article infographic the WDX1 Client lifecycle management solution

Client Lifecycle Management addresses the complex challenges of relationship management and enables strategies and workflows to help grow your business and serve your clients better.

We simplify the process of client lifecycle management, giving you back precious time, so you can get on with what you are good at.

WDX1 comprises of 3 core modules that word great on their own and even better together.

WDX Engage

WDX Onboard

WDX Manage

Want to know more about our client onboarding module?
Watch our video or read more here

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FULL WDX1 BROCHURE

LATEST INSIGHTS

Wealth Dynamix welcomes Luna Investment Management as a new client, empowering proactive Client Relationship Management and regulatory compliance

21 March 2024

Wealth Dynamix welcomes Luna Investment Management as a new client, empowering proactive Client Relationship Management and regulatory compliance

Wealth Dynamix, a leading provider of Client Lifecycle Management solutions for private banks and wealth managers, announced Luna Investment Management as a new client as part of our partnership with Third Financial.

3 min. read

Navigating the challenges of scaling through technology

19 March 2024

Navigating the challenges of scaling through technology

Avoid buyer’s remorse with an upfront analysis of the challenges of modernising your technology stack for greater scalability. Join us as we unpack the issues and give you some pointers.

5 min. read

Scaling profitably – The wealth management technology blueprint

15 March 2024

Scaling profitably – The wealth management technology blueprint

Profitable, sustainable growth can transform your wealth management firm. With the aid of our consultants’ insights, discover how to achieve it through technology that provides the right fit for your needs.

5 min. read

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Client Onboarding