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Client Lifecycle Management solutions for wealth managers

The WDX ONE Client Lifecycle Management solution is comprised of 5 key modules, these include Acquire, Onboard, Comply, Manage and Service which supports wealth managers throughout the entire client journey.
  • The Acquire module helps identify and nurture prospects into the sales pipeline through marketing and integrated event management tools.
  • The Onboard module enables businesses to digitally onboard clients and advisors via an integrated self-serve KYC onboarding portal, streamlining the end-to-end process and significantly reducing administrative costs.
  • The platform helps firms stay Compliant with industry regulations and continuously monitors ongoing assessments and reports suitability of advice.
  • At its core, the solution enables firms to Manage complex client and intermediary relationships with intuitive 360-degree dashboards to centralize client relationships, products, communications and activities.
  • Service, optimizes client servicing and connects all areas of the business which enables firms to pass processes between the front and middle office, including processing of client requests.