Onboard

Ensure compliance, enhance advisor productivity, empower your clients.

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ONBOARD
BETTER

Our solution addresses the key industry challenges presented by the complex requirements of client lifecycle management, including:

With WDX1 ONBOARD, KPIs can be measured and evaluated.

By streamlining time-consuming processes with a ‘capture once, use many’ design to transfer data between departments and platforms, you can minimise onboarding times and administrative costs, allowing you to spend more valuable time with your clients.

We understand the regulatory burdens you have, that is why we have specifically tailored our solution to meet all compliance requirements.

WDX1 ONBOARD
PROVIDES YOU WITH:

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