A lot has changed, and so have we!

A lot has changed, and so have we!

We have changed- for the better!

Our industry has been violently shaken up in the last few years. With tougher regulations, a new generation of more demanding clients and increasingly complex digital challenges.

We recognised a lot has changed and adapted to meet the needs of our clients.

Find out more about our new and improved Client Lifecycle Management Solution, WDX1.

WDX1 helps ensure that your firm thrives despite the tremors by increasing the amount of time you spend with your clients.

Watch our rebrand video here

Check out our Client Lifecycle Management platform, WDX1, and learn how you can improve yoour advisors productivity, grow your AUM and engage your clients.