Wealth Dynamix
Client lifecycle management platform for wealth management with CRM, digital onboarding, and compliance automation
Overview
Wealth Dynamix provides a comprehensive client lifecycle management (CLM) platform designed specifically for private banks and wealth management firms. The company offers two core products: CLMi (SaaS CLM solution) and WDX1 (CLM platform), delivering capabilities including client relationship management, digital onboarding, prospect management, advisor dashboards, and automated workflows. The platform incorporates compliance-by-design features covering AML, suitability, and sanctions screening with automated risk assessment.
The solution supports the end-to-end client lifecycle from prospecting through onboarding to ongoing relationship management, with embedded advice journeys and digital omni-channel engagement. Built on Microsoft Dynamics, the platform serves global wealth firms managing over $750 billion in assets, delivering same-day onboarding, streamlined operational processes, and integrated document and contract management. Client-reported outcomes include 70% improvement in process efficiency, 90% reduction in onboarding time, and enhanced prospect conversion rates.
Key Features
- + Digital client onboarding with same-day completion
- + CRM for prospect and client relationship management
- + Automated workflow and compliance-by-design (AML, suitability)
- + Advisor dashboards and embedded advice journeys
- + Integrated document and contract management
- + Risk screening with automated sanctions and KYC checks