Our Solutions

Spend less time on manual, repetitive tasks
and more time on business that drives results.

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AWARD-WINNING SOLUTIONS

Learn how our Client Lifecycle Management solutions drive efficiency gains, higher financial performance, and client satisfaction.

Challenges we solve :


Our solution addresses the key industry challenges presented by the complex requirements of client lifecycle management.

By leveraging Microsoft’s industry leading Dynamics 365 platform, our solution is at the cutting edge of technology with regular product updates in line with global technological advancements and industry changes including incorporating innovative Microsoft technologies such as Teams, AI/ML and LinkedIn specifically customised for the wealth management industry.

OUR SOLUTIONS

WDX Engage

Attract prospects, engage clients, assist advisors

Deliver on your business growth targets,  with our innovative solution for increasing prospect conversion, stimulating existing clients and engaging your advisor force.

WDX Onboard

Ensure compliance, enhance advisor productivity empower your clients

Provide a frictionless onboarding experience for your prospective clients, and streamline workflows across departments to significantly reduce onboarding times and administrative costs.

WDX Manage

Drive efficiency, increase retention, grow AUM and 
tailor conversations

Build and maintain insightful and responsive client relationships with a comprehensive 360-degree view of your clients, whilst maintaining compliance standards and helping to foster more valuable relationships.

THE BENEFITS

50%

time saved preparing for client meetings

80%

time saved managing client service requests

40%

less time spent on administrative tasks

25X

times faster to onboard private clients

35%

revenue increase through tailored sales

Trusted by global private banks and wealth and assets managers.

SEE IT IN ACTION!

Let our experts show you what our solutions can do for you.

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