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CLMi from Wealth Dynamix
A cloud-based client lifecycle management solution that streamlines client onboarding with automated KYC/AML checks, digital forms, and document management. Includes relationship management tools with 360-degree client views, next-best-action recommendations, and compliance monitoring specific to fund management.
Product analysis by function
Client Onboarding Systems for Client Relationship Management
Digital platforms that streamline the client intake process, including document collection, due diligence, suitability assessment, and account setup while ensuring regulatory compliance.
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