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client management solutions for wealth & investment managers back-arrow close arrow-down arrow-next arrow-prev download share-alt linkedin twitter facebook solutions services sectors about us overview our partners insights contact us solutions services sectors about us overview our partners insights contact us -- what we do -- onboard clients / manage complex relationships / stay compliant -- our company wdx specialises in providing client management and business intelligence solutions for the wealth and investment management market and offers consulting services and products based on the microsoft dynamics platform. wdx’s solutions are designed to address the industry challenges around conduct risk and increased demand for levels of relationship management, mobile and digital capabilities. drive new business find new clients through social discovery, lead scoring, web tracking and create customised marketing strategies to prospective and existing clients, partners, and intermediaries. onboard clients streamline complex private client and entity onboarding workflows including kyc, aml, risk profiling and suitability and enable clients and intermediaries to self-serve whilst meeting regulatory obligations. manage complex relationships reduce risk and improve efficiency with the wdx client management module that has been built to provide a single, modern, dashboard based view for all historical and planned client communications and activities, all recorded client data including kyc and suitability information and client documentation. gain client insight present actionable intelligence and determine next best actions for clients. empower wealth managers and private bankers by supplying them with key information and reports on client activity to drive new business whilst taking care of existing clients. stay compliant address industry challenges around conduct risk and stay competitive and compliant by tracking and monitoring activities, demonstrating suitability, and providing evidence to the regulator. a client management tool to drive consistent client outcomes what we do wdx specialises in providing client management and business intelligence solutions based on the microsoft dynamics platform. the wdx one client management platform provides five key pillars of technology that are vital to support wealth and investment managers in the modern era. built around a central pillar of crm, wdx one enables firms to put the clients’ interests first, ensuring that they receive a thorough and more personal service in line with a firm’s best practices. client acquisition digital onboarding crm business intelligence digital engagement integration corporate websites id&v; / aml / sanctions atr / risk profiling back office systems service providers document management find out more gain powerful client insight request a demo our sectors within the private client and investment management community there are a number of organisations offering clients differing types of services. wdx has experience in delivering solutions to a number of sectors where the organisation may be servicing institutional investors, charities, intermediaries, families or individuals. family offices wealth management private banking fund management find out more why wdx increased value, reduced cost quick delivery = lower project cost. operational efficiencies, cost savings and other benefits realised earlier. a robust product set that only requires configuration and specific customisations as needed. pre-built interfaces significantly accelerates project delivery timeframes. lower project risk a 100% focused industry specialist with a proven and constantly evolving “solution” will lower project risk. microsoft dynamics uk crm gold partner. strategic solution an evolving product that adapts to industry changes. thousands of days development and millions of pounds of investment in wdx every year. support from microsoft in the use of cutting edge technologies to strengthen the evolving nature of the business. trusted provider we know your business. 10 years delivering 50+ dynamics crm projects to wealth managers. dedicated team that have been involved in the industry’s most successful projects. wdx has 100% delivery record. project methodology & approach proven project methodology that delivers results quickly. experienced consultants and partner network who know how to get users to adopt new systems. partner ecosystem wdx has many partnerships with other leading technology providers, back office systems, and consultancy and research specialists to offer a dynamic, innovative and integrated solution. if you would like to work with us then you can get in touch with us on our partners page. some of our clients “the need for regulatory compliance and our desire to further enhance the efficiencies of our front office was set in the context of an aggressive timetable and specific requirements. we needed to adopt a technological approach and were able to use the wdx product built on an industry standard platform which they tailored for our specific needs and delivered on time and on budget.” michael bennett, coo at charles stanley plc “quilter has a philosophy and a reputation of building strong relationships with intermediaries and clients. in order to maximise the value of our relationships we are constantly on the lookout for innovative technologies that can help us achieve our goals and importantly, those of our clients. we decided that the latest microsoft dynamics crm technology in conjunction with specialist partner wealth dynamix would provide us with what we needed to continue to perform in the area of client services as we grow.” natalie levine, head of technology at quilter cheviot “our desire to further enhance the efficiencies in our front office and put in place an integrated solution to record all client interactions was set in the context of an aggressive timetable and specific requirements. we needed to adopt a technological approach and were able to use the wdx product built on an industry standard platform which they tailored for our specific needs and delivered in impressive fashion, on time and on budget.” guy shirley, business projects manager at ruffer llp we are delighted that schroders have joined the wdx client portfolio. “wdx have clearly demonstrated a level of expertise and a track record of delivering crm and client onboarding technology to the wealth management industry. we look forward to working with them as rathbones takes a leading role in adapting to technological evolution and continues to grow as a business.” andrew butcher, chief operating officer at rathbones investment management find out more 100 % project success rate 5500 + wdx users £ 250 billion+ wdx clients' aum 80 + members of staff wdx insights the future for automated advice robo advice may have graced the media for some time, but it accounts for less than 1% of the uk’s non-advised online investment market. while take-up may have been hindered by limited performance data and high customer acquisition costs, there is another challenge facing the online advice industry: suitability. 5th june 2018 blog wealth dynamix crowned best crm system at the wealthbriefing european awards 2018 wealth dynamix (wdx), one of europe’s leading client lifecycle management solution provider was last night awarded ‘best crm system’ at the wealthbriefing european awards 2018. 30th april 2018 blog wdx appoints chief revenue officer to spearhead international expansion wdx has appointed niklas lindberg as chief revenue officer, with immediate effect. previously head of microsoft switzerland’s financial services industry segment, niklas has more than 20 years’ experience within the technology industry and has held various management roles across emea and the usa. 19th april 2018 blog find out more information solutions services sectors about us our partners insights contact us whitepapers contact us address hq london, uk: 141 -145 curtain road, shoreditch, london, ec2a 3ar new york, us: 300 park avenue, new york, ny 10022 zurich, switzerland: bleicherweg 10, 8002, zurich, switzerland tel uk: +44 (0)20 3725 7549 us: +1 (786) 220 7174 email [email protected] newsletter keep up to date with our latest news by subscribing to the wdx newsletter social wealth dynamix is a trading name of wealth dynamics limited. (company no. 07895806) registered office: 141-145 curtain road, london, england, ec2a 3ar we use cookies to ensure that we give you the best experience on our website. if you continue to use this site we will assume that you are happy with it. ok

URL analysis for wealth-dynamix.com

https://www.wealth-dynamix.com/solutions/
https://www.wealth-dynamix.com/sectors/
https://www.wealth-dynamix.com/about-us/
https://www.wealth-dynamix.com/services/
https://www.wealth-dynamix.com/our-partners/
https://www.wealth-dynamix.com/2018/04/wealth-dynamix-crowned-best-crm-system-wealthbriefing-european-awards-2018/
https://www.wealth-dynamix.com/tel:uk:
+44
(0)20
3725
7549
https://www.wealth-dynamix.com/solutions/
https://www.wealth-dynamix.com/tel:us:
+1
(786)
220
7174
https://www.wealth-dynamix.com/insights/
https://www.wealth-dynamix.com/2018/04/wdx-appoints-chief-revenue-officer-spearhead-international-expansion-announces-new-offices-zurich-new-york/
https://www.wealth-dynamix.com/2018/06/future-automated-advice/
https://www.wealth-dynamix.com/contact-us/
https://www.wealth-dynamix.com/mailto:[email protected]
https://www.wealth-dynamix.com/category/whitepapers/

Whois Information

Whois is a protocol that is access to registering information. You can reach when the website was registered, when it will be expire, what is contact details of the site with the following informations. In a nutshell, it includes these informations;

Domain Name: WEALTH-DYNAMIX.COM
Registrar URL: http://www.godaddy.com
Registrant Name: Registration Private
Registrant Organization: Domains By Proxy, LLC
Name Server: PDNS11.DOMAINCONTROL.COM
Name Server: PDNS12.DOMAINCONTROL.COM
DNSSEC: unsigned

****************************************************
See Business Registration Listing
****************************************************
Copy and paste the link below to view additional details:
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Please note: the registrant of the domain name is specified
in the "registrant" section. In most cases, GoDaddy.com, LLC
is not the registrant of domain names listed in this database.

  REGISTRAR GODADDY.COM, LLC

  REFERRER http://www.godaddy.com

SERVERS

  SERVER com.whois-servers.net

  ARGS domain =wealth-dynamix.com

  PORT 43

  SERVER whois.godaddy.com

  ARGS wealth-dynamix.com

  PORT 43

  TYPE domain

DOMAIN

  NAME wealth-dynamix.com

NSERVER

  PDNS11.DOMAINCONTROL.COM 216.69.185.55

  PDNS12.DOMAINCONTROL.COM 208.109.255.55

STATUS
clientDeleteProhibited https://icann.org/epp#clientDeleteProhibited
clientRenewProhibited https://icann.org/epp#clientRenewProhibited
clientTransferProhibited https://icann.org/epp#clientTransferProhibited
clientUpdateProhibited https://icann.org/epp#clientUpdateProhibited

  CHANGED 2017-06-12

  CREATED 2012-06-02

  EXPIRES 2020-06-02

OWNER

ADMIN

TECH

  REGISTERED yes

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