WDX
MANAGE

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The WDX MANAGE module reduces administrative tasks by providing tailored and actionable client insight on communications, client sentiment and activities.

We enable advisors to manage relationships from a single location as well as providing them and their support teams with a 360º view of all clients, contacts, accounts and households.

Our MANAGE module provides you with the following:

  • Single, integrated view of client information across multiple business lines
  • Actionable AI-powered insights & next best suggestions to guide advisors

WDX
MANAGE

Sorry, your browser does not support inline SVG.

The WDX MANAGE module reduces administrative tasks by providing tailored and actionable client insight on communications, client sentiment and activities.

We enable advisors to manage relationships from a single location as well as providing them and their support teams with a 360º view of all clients, contacts, accounts and households.

Our MANAGE module provides you with the following:

  • Single, integrated view of client information across multiple business lines
  • Actionable AI-powered insights & next best suggestions to guide advisors
  • Integrated product selection and document generation and sharing with clients
  • Advanced, next-gen client servicing for dynamic routing, approvals and workload management

We make it easier for you to stay competitive and remain compliant by monitoring activities, demonstrating suitability, and providing evidence to the regulators.

We offer a unified approach to client and advisor input that provides better visibility and integrated actions, ultimately enabling advisors to spend more time on value-added activities.

  • Integrated product selection and document generation and sharing with clients
  • Advanced, next-gen client servicing for dynamic routing, approvals and workload management

We make it easier for you to stay competitive and remain compliant by monitoring activities, demonstrating suitability, and providing evidence to the regulators.

We offer a unified approach to client and advisor input that provides better visibility and integrated actions, ultimately enabling advisors to spend more time on value-added activities.

Check out other modules to our WDX1
Client Lifecycle Management solution