back-arrow close arrow-down arrow-next arrow-prev download share-alt linkedin twitter facebook
Wealth Dynamix

Insights

What we think

WDX Client Suitability whitepaper

The right technology is not a nice to have feature, it is now an absolutely essential component.

Investment managers must demonstrate to the regulator the process of exercising their duty of care towards clients and without the necessary information the investment management firm cannot give any recommendation or advice.