James Hambro & Partners LLP the Independent Private Asset Management Partnership has selected the WDX CRM solution from Wealth Dynamix. WDX will provide James Hambro & Partners with a comprehensive client management system for automating client on-boarding, client suitability and regulatory processes for their fast growing book of business as well as providing client managers with state of the art technology for oversight, control and communication with their clients and provide the necessary infrastructure for future growth.
The wealth management firm will integrate WDX with its existing front and back office technologies from Pulse Software Systems to provide a completely integrated platform for Client and Investment Management. In addition they will use the Client Suitability and Document Management features of the WDX solution to ensure that the firm remains rigorously in line with the FCA guidelines for client management.
Andy Steel, CEO of James Hambro & Partners comments: “We needed a CRM solution built around the requirements of a UK Wealth Management firm that integrated easily with our existing technology platforms. WDX provided an ideal solution and will be key in supporting us as we continue to grow our business within the evolving regulatory framework of the UK financial services industry”.
Gary Linieres, Chief Executive of Wealth Dynamix adds: “More and more of the UK’s top tier wealth managers are investing in WDX to help them on-board new clients and manage their existing relationships in a controlled, compliant and cost effective manner. Having a name like James Hambro & Partners on our growing list of clients is a privilege”.