Wealth Management Experience (WMX)

Available from Talisys

Product Details

WMX is a fully customizable Wealth Management dashboard that empowers your financial advisors with up-to-the minute information on their entire book of business. Developed specifically for advisors servicing high net worth clients, this front-end work station manages all aspects of your clients’ accounts with instantaneous updates as transactions occur; enabling better client service and maximizing productivity.

Advisors can customize their own dashboard to quickly access the data they need most. For example, an advisor-defined household might be created to view asset allocations across a group of accounts that are not part of a statement or back-office household. WMX also offers a Reporting Engine that automates the creation of marketing materials and reports that previously required days to manually compile at the end of each month and/or quarter. With WMX, these reports can be customized and defined one time, after which the system will automatically generate these highly professional documents on whatever schedule the financial advisor desires.

WMX delivers the power of access; the power of service; the power of certainty.

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