Drive efficiency, increase retention, grow AUM and tailor conversations
Manage complex relationships with intuitive 360-degree dashboards to centralize client relationships, products, communications and activities
WDX Manage reduces administrative tasks and enables advisors to manage relationships from a single location as well as providing a 360º view of all clients, contacts, accounts and households.
- Build and maintain insightful and responsive client relationships with a comprehensive view of your clients, whilst maintaining compliance standards and helping to foster more valuable relationships.
- Manage households and family groups in one place with our 360 degree dashboards
- Reduce administration burden, target AUM & provide actionable client insight with actionable AI-powered insights, talking points and next best suggestions
- Enforce compliance best practice with our rule-based decision tree
- Continuously monitor and update the suitability of advice
- Enhance operational efficiency & deliver excellent service with our telephony integration and digital self-service portal