WDX specialises in providing client management and business intelligence solutions for the wealth and investment management market and offers consulting services and products based on the Microsoft Dynamics platform. WDX’s solutions are designed to address the industry challenges around conduct risk and increased demand for levels of relationship management, mobile and digital capabilities.
Drive New Business
Find new clients through social discovery, lead scoring, web tracking and create customised marketing strategies to prospective and existing clients, partners, and intermediaries.
Streamline complex private client and entity onboarding workflows including KYC, AML, risk profiling and suitability and enable clients and intermediaries to self-serve whilst meeting regulatory obligations.
Manage complex relationships
Reduce risk and improve efficiency with the WDX client management module that has been built to provide a single, modern, dashboard based view for all historical and planned client communications and activities, all recorded client data including KYC and Suitability information and client documentation.
Gain client insight
Present actionable intelligence and determine next best actions for clients. Empower wealth managers and private bankers by supplying them with key information and reports on client activity to drive new business whilst taking care of existing clients.
Address industry challenges around conduct risk and stay competitive and compliant by tracking and monitoring activities, demonstrating suitability, and providing evidence to the regulator.
A CLIENT MANAGEMENT TOOL TO DRIVE CONSISTENT CLIENT OUTCOMES
What We Do
WDX specialises in providing client management and business intelligence solutions based on the Microsoft Dynamics platform. The WDX ONE client management platform provides five key pillars of technology that are vital to support wealth and investment managers in the modern era. Built around a central pillar of CRM, WDX ONE enables firms to put the clients’ interests first, ensuring that they receive a thorough and more personal service in line with a firm’s best practices.
Gain powerful client insight
Within the Private Client and Investment Management community there are a number of organisations offering clients differing types of services.
WDX has experience in delivering solutions to a number of sectors where the organisation may be servicing institutional investors, charities, intermediaries, families or individuals.
Increased Value, Reduced Cost
- Quick delivery = Lower project cost.
- Operational efficiencies, cost savings and other benefits realised earlier.
- A robust product set that only requires configuration and specific customisations as needed.
- Pre-built interfaces significantly accelerates project delivery timeframes.
Lower Project Risk
- A 100% focused industry specialist with a proven and constantly evolving “solution” will lower project risk.
- Microsoft Dynamics UK CRM Gold Partner.
- An evolving product that adapts to industry changes.
- Thousands of days development and millions of pounds of investment in WDX every year.
- Support from Microsoft in the use of cutting edge technologies to strengthen the evolving nature of the business.
- We know your business.
- 10 years delivering 50+ Dynamics CRM projects to Wealth Managers.
- Dedicated team that have been involved in the industry’s most successful projects.
- WDX has 100% delivery record.
Project Methodology & Approach
- Proven project methodology that delivers results quickly.
- Experienced consultants and partner network who know how to get users to adopt new systems.
WDX has many partnerships with other leading technology providers, back office systems, and consultancy and research specialists to offer a dynamic, innovative and integrated solution. If you would like to work with us then you can get in touch with us on our Partners page.
Some of Our Clients
“The need for regulatory compliance and our desire to further enhance the efficiencies of our front office was set in the context of an aggressive timetable and specific requirements. We needed to adopt a technological approach and were able to use the WDX product built on an industry standard platform which they tailored for our specific needs and delivered on time and on budget.”
Michael Bennett, COO at
Charles Stanley PLC
“Quilter has a philosophy and a reputation of building strong relationships with intermediaries and clients. In order to maximise the value of our relationships we are constantly on the lookout for innovative technologies that can help us achieve our goals and importantly, those of our clients. We decided that the latest Microsoft Dynamics CRM technology in conjunction with specialist partner Wealth Dynamix would provide us with what we needed to continue to perform in the area of client services as we grow.”
Natalie Levine, Head of Technology at
“Our desire to further enhance the efficiencies in our front office and put in place an integrated solution to record all client interactions was set in the context of an aggressive timetable and specific requirements. We needed to adopt a technological approach and were able to use the WDX product built on an industry standard platform which they tailored for our specific needs and delivered in impressive fashion, on time and on budget.”
Guy Shirley, Business Projects Manager at
We are delighted that Brewin Dolphin have joined the WDX client portfolio.
“WDX have clearly demonstrated a level of expertise and a track record of delivering CRM and client onboarding technology to the wealth management industry. We look forward to working with them as Rathbones takes a leading role in adapting to technological evolution and continues to grow as a business.”
Andrew Butcher, Chief Operating Officer at
Rathbones Investment Management