Wealth Dynamix has expanded its product suite with the launch of a new cloud-based Client Lifecycle Management SaaS Solution, dubbed CLMi.
Specifically designed to cater to the needs of mid-tier discretionary fund and investment managers, the new solution enables focus on profitable outcomes for clients and AuM growth for the firm.
It will allow relationship managers to prioritise daily work and meet regulatory obligations from any device and location.
Furthermore, CLMi offers plug-and-play CLM and delivers actionable insights direct to relationship manager via graphical dashboards.
Wealth Dynamix product strategy director Dominic Snell said: “As a SaaS solution, CLMi combines powerful CRM capability with the versatility and intelligence required to manage complex rules and processes inherent in wealth management.”
CLMi’s pre-built integrations and RegTech enable cross-firm collaboration and communication, enterprise-wide data sharing and complete end-to-end oversight – from acquisition and onboarding through to ongoing relationship management.
Wealth Dynamix CEO and co-founder Gary Linieres said: “Mid-tier discretionary fund and investment managers need more than a standard CRM to manage client journeys and complex compliance requirements effectively, but lack the resources and budgets to source and then integrate different stage-specific solutions.
“CLMi has been forged out of our ten years experience delivering large scale CRM and onboarding projects to some of the world’s largest wealth managers.”
In June last year, Wealth Dynamix and technology firm Ortec Finance partnered to integrate Ortec’s OPAL goal-based planning with WDX1, the digital CLM solution from Wealth Dynamix.