Failure to engage, onboard and manage client relationships in a holistic and integrated manner create process inefficiencies and labour-intensive compliance work, prevent client data from being leveraged throughout the entire client lifecycle and obscure visibility. These frustrations can result in poor performance and service, stunted growth and loss of both clients and advisors.
Wealth Dynamix provides the technology and tools to engage, onboard and manage clients in a fully orchestrated, interconnected and compliant way. Advisors have a 360-degree view of every client’s journey, and their entire client book, via role-specific dashboards. Fully-automated processes empower relationship managers to spend more time on profitable work than administration. Data captured throughout the client lifecycle is automatically analysed to identify trends and generate intelligent insights that advisors can act upon, to maximise AUM.