Another three UK wealth managers – Rathbones Investment Management, LGT Vestra and Brooks Macdonald – have adopted the WDX ONE Client Management platform.
All three firms will use WDX ONE as a basis to develop their own digital onboarding, business intelligence and client experiences.
WDX is now live or being deployed in 10 of the UK’s top 25 wealth managers and several more boutiques in the UK and Europe.
Andrew Butcher, COO of Rathbones Investment Management, says: “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.”
WDX is also expanding into the US market and has secured its first US client, having been appointed by private and commercial bank, Banco Sabadell Miami. Initially working from the US, the team will integrate the WDX functionality into the expanding business’s core banking platform, Temenos T24.
In the last quarter of 2016, WDX announced the go live of Quilter Cheviot and Brown Shipley.
Gary Linieres, CEO of Wealth Dynamix, says: “WDX has spent the last four years working with some of the most renowned names within the UK’s wealth and investment management market. We are delighted to be helping these firms to maximise their potential with a digital client management solution that enables them to embrace evolving client expectations in an increasingly competitive marketplace. Traditionally, practitioners have used a range of siloed applications, spreadsheets and paper forms to fulfil client management and onboarding needs. The integrated and flexible nature of WDX ONE is proving invaluable in driving efficiencies on multiple levels whether delivered on premise or in the Cloud. WDX has established itself as the market leader in digital client management and onboarding and we are delighted to be winning significant new clients and taking our technology to new jurisdictions.”
