Solution introduction

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

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