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Wealth Dynamix

Our Company

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

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.

Onboard clients

Onboard clients

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

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

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.

Stay compliant

Stay compliant

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.

Client Acquisition

Client Acquisition

Digital Onboarding

Digital Onboarding

CRM

CRM

Business Intelligence

Business Intelligence

Digital Engagement

Digital Engagement

Integration
Corporate Websites
ID&V / AML / Sanctions
ATR / Risk Profiling
Back Office Systems
Service Providers
Document Management

Gain powerful client insight

Our Sectors

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.

Family Offices

Family Offices

Wealth Management

Wealth Management

Private Banking

Private Banking

Fund Management

Fund Management

Why WDX

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
Quilter Cheviot

“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
Ruffer LLP

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

100%
Project success rate
5000+
WDX users
£200
Billion+
WDX clients' AUM
70+
Members of staff

WDX Insights

Find out more