Wealth Dynamix, or WDX, has taken on three new clients in the UK and one in the US.

WDX, the wealth management technology firm, has partnered with three UK wealth managers, and is also entering the US market.  

Rathbones Investment Management, LGT Vestra and Brooks Macdonald have all chosen the WDX ONE platform as a basis to develop their own digital onboarding processes, as well as for business intelligence and client experience improvements.

Meanwhile, the firm is taking WDX ONE to Miami, Florida, ahead of the planned implementation of new fiduciary rules in the US. Banco Sabadell Miami, the private and commercial bank, will be its first US client. The team will integrate WDX into its core banking platform, Temenos T24.

The WDX ONE platform focuses on five core areas: client acquisition, digital onboarding, CRM and suitability, business intelligence, and digital engagement.