About
WDX1 is a highly customisable CLM platform leveraging Microsoft Dynamics, with on-premise or cloud deployment options.
Firms with particular unique requirements, with a preference for an initial on-premise deployment, or who are already working with Microsoft Dynamics, may prefer to use our WDX1 platform, which is built upon the foundation of the well-known Microsoft Power Platform.
Starting from our Wealth Management & Private Banking Templates, firms can further tailor the solution to precisely match their needs, as well as integrate this tightly to existing systems, or develop specific code within the platform. WDX1 offers firms a truly bespoke, no-compromise approach to CLM.
We work alongside your business and IT teams to ensure a complete harmony between target operating models, business processes, and technology, before working hand in hand to see our vision realised. And further, we’ll continue to work with you to ensure your solution remains one step ahead indefinitely.
This product is intended for
- Director Wealth Management
- Head of Wealth Management
- Senior Vice President Asset Management
- Director Private Banking
- Director Asset Management
- Head of Asset Management
- Wealth Manager
- Head of Private Banking