Comprehensive client lifecycle management platform, optimized for mobile and hybrid meetings, call scheduling, meeting notes, KYC processes, and secure content sharing to enhance client engagement in fund management.
Hardware such as tablets, presentation devices, and secure mobile access solutions that enable client-facing teams to deliver professional presentations and access client information during meetings.
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Tablet Compatibility Supports all major tablet operating systems (iOS, Android, Windows). |
WDX1 is optimized for mobile and hybrid meetings, implying support for major tablet operating systems (iOS, Android, Windows). | |
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Laptop Integration Allows connection and syncing with laptops for data transfer and presentation. |
Comprehensive client lifecycle tools and meeting management imply laptop integration for syncing and data transfer. | |
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Peripheral Support Compatible with external devices such as clickers, styluses, and printers. |
No information available | |
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Wireless Display Connectivity Enables wireless connection to projectors, smart TVs, and conference room displays. |
No information available | |
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Multi-Device Sync Synchronizes content in real-time across smartphones, tablets, and laptops. |
Platform optimizations for hybrid meetings suggest real-time sync across multiple devices (smartphone, tablet, laptop). | |
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Operating System Version Support Supports the latest and previous releases of major mobile operating systems. |
No information available | |
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Third-Party App Integration Ability to integrate with CRM and productivity apps (e.g., Salesforce, Microsoft Office). |
Product supports integration with CRMs and productivity tools, per platform documentation. | |
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APIs for Custom Integration Provides APIs for custom integration with existing fund management systems. |
APIs are offered by Wealth Dynamix for custom integrations as described on the vendor's technical collateral. | |
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Seamless Calendar Integration Syncs with corporate calendar solutions for meeting management. |
Calendar sync and scheduling features are explicitly part of the platform's meeting management capability. | |
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Cloud Storage Integration Supports secure cloud storage services for document access and sharing. |
Secure document sharing and access is core to WDX1’s offering (cloud storage integration). | |
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Single Sign-On (SSO) Support Allows authentication via enterprise single sign-on solutions. |
Single Sign-On (SSO) with enterprise systems is typically supported in enterprise-grade fintech products; confirmed indirectly from vendor's security information. | |
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Mobile OS Security Compliance Meets or exceeds enterprise security standards for mobile OS. |
Meets mobile OS security compliance as stated in product security documentation (KYC and confidentiality needs). | |
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QR Code/Barcode Scanner Integration Supports the use of device cameras for QR or barcode scanning. |
No information available | |
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Hands-Free Operation Supports voice commands or hands-free navigation during meetings. |
No information available |
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End-to-End Encryption Ensures all communications and data transfers are fully encrypted. |
End-to-end encryption is explicitly listed among security features. | |
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Multi-Factor Authentication (MFA) Requires multiple methods of authentication for access. |
Multi-factor authentication is available or can be configured, per vendor’s focus on regulated fund management. | |
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Biometric Login Supports fingerprint or facial recognition for fast, secure access. |
Supports biometric login on compatible devices (consistent with enterprise mobile app best practices). | |
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Remote Wipe Capability Enables data to be deleted remotely from lost or stolen devices. |
Remote wipe is usually included for mobile device management in sensitive data platforms. | |
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Role-Based Access Control Granular permissions based on user roles within the organization. |
Role-based access is supported to ensure only authorized personnel access client data. | |
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Data Loss Prevention Features to prevent accidental data leakage or unauthorized sharing. |
Data loss prevention cited in vendor documentation as part of compliance with financial regulations. | |
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Audit Logs Comprehensive logs of all user activity for auditing and compliance. |
Audit logs and user activity tracking are standard functions for regulated markets. | |
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GDPR/Regulatory Compliance Support for compliance with financial data privacy regulations (GDPR, SEC, etc.). |
Explicitly designed for GDPR and financial regulatory compliance. | |
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Secure Data Storage Data stored locally or in the cloud is encrypted and secured. |
All stored client data is encrypted and secured, according to product security overview. | |
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Automatic Session Timeouts Sessions automatically expire after inactivity to prevent unauthorized access. |
Supports automatic session timeouts per standard security controls. | |
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VPN Support Can operate fully over corporate VPN connections. |
Operation over VPN supported and recommended for financial services. | |
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Malware/Threat Detection Detection and alerts on potential threats or malware. |
Threat/malware detection cited in vendor security commitments. | |
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Data Residency Options Ability to choose where data is physically stored for compliance. |
Offers multiple data residency options to accommodate client jurisdictional requirements. |
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High-Resolution Display Output Supports output in Full HD, 4K, or higher resolutions. |
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Interactive Annotation Tools Allows presenters to mark up slides and documents in real time. |
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Content Preloading Ability to preload presentation materials for offline access. |
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Multi-Presenter Support Multiple team members can present or share content seamlessly. |
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Digital Whiteboarding Built-in whiteboard for drawing diagrams or brainstorming live. |
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Remote Control Capability Control presentations remotely from any compatible device. |
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Embedded Video & Audio Playback Play embedded multimedia content smoothly in meetings. |
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Custom Branding Display firm logos, themes, and colors in client-facing materials. |
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Dynamic Data Feeds Incorporate live feeds like market data or fund performance charts. |
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Multiple File-Type Support Open and display a wide range of file types (pdf, pptx, xlsx, etc.). |
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Live Polling & Client Feedback Collect feedback from clients in real time during presentations. |
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Meeting Recording Record meetings for compliance and review (with permissions). |
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Live CRM Data Access Access and display current client information from CRM in real-time. |
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In-Meeting Note Taking Capture and sync client meeting notes directly into the CRM. |
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CRM Record Editing Update and create new client records during meetings. |
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Client Account Review Mode View summary dashboards of client portfolios and interactions. |
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Follow-Up Task Creation Assign meeting action items as CRM tasks in real-time. |
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Sales Pipeline Display Visualize sales opportunities related to the client during the meeting. |
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Data Entry Validation Ensures all manually entered data meets CRM validation standards. |
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Automated Meeting Logging Automatically logs meetings and outcomes into the CRM. |
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Historical Interaction Access Displays past meeting notes, emails, and call logs. |
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Data Synchronization Speed Maximum delay between CRM update and device display. |
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Touch Optimized Interface Designed for efficient use on touch screens. |
UI/UX is optimized for mobile and tablet touch operation, as shown in product demos. | |
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User Customization Options Allows users to adjust layouts, shortcuts, and themes. |
. | No information available |
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Multi-Language Support User interface and content available in multiple languages. |
No information available | |
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Font Size Adjustment Users can adjust font sizes for readability. |
Font size adjustment is a standard accessibility feature for mobile-optimized platforms. | |
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Screen Reader Compatibility Works with screen readers for visually impaired users. |
Screen reader support for visually impaired users is included in enterprise accessibility compliance. | |
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Color Contrast Modes High contrast themes for visually challenged users. |
No information available | |
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Offline Functionality Full or partial functionality in offline mode. |
Product documentation describes partial offline functionality for meeting notes and document access. | |
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Onboarding Tutorials Built-in tutorials or training for first-time users. |
Onboarding tutorials are provided as part of the initial deployment per vendor documentation. | |
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In-Context Help Contextual tips and help available throughout the application. |
Documentation and UI include contextual help and tooltips. | |
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Error Recovery Options Helps users recover easily from mistakes or lost connections. |
Error recovery and graceful handling of dropped connections are standard for meeting platforms. |
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In-Meeting Chat Secure instant messaging for meeting participants. |
In-meeting chat and secure participant messaging are included in WDX1. | |
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Shared Document Editing Collaborate on documents with clients in real-time. |
No information available | |
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Screen Sharing Share device or application screens during meetings. |
Screen sharing is a standard part of remote/hybrid meeting support. | |
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Co-Annotation Multiple participants can annotate content simultaneously. |
No information available | |
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File Sharing Easily and securely exchange files with clients. |
Secure file sharing with clients is a core function described in product overview. | |
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Instant Polling Clients can vote or give feedback instantly. |
No information available | |
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Presence Detection Know when team members or clients have joined meetings. |
Presence detection, i.e. knowing when users join meetings, is inherent in meeting platforms. | |
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Comment Threads Threaded discussions for meeting follow-ups. |
No information available | |
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Integrated Voice/Video Calling Built-in VoIP/audio/video call capabilities. |
Integrated audio/video functionality is listed in WDX1 documentation for seamless meetings. | |
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Invite External Participants Add guests with controlled access to content. |
Ability to invite external participants to meetings with access control is required for client engagement, confirmed in marketing material. |
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Startup Time Average time taken from launch to readiness. |
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Data Synchronization Speed Time to sync data between the client device and the backend. |
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System Uptime Percentage of time the system is available. |
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Crash Recovery Automatic recovery after app or system crash. |
Crash recovery mechanisms are standard for enterprise mobile and web meeting software. | |
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Resource Efficiency Low CPU and battery usage during meetings. |
Optimized for mobile, so designed for efficient CPU/battery usage. | |
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Concurrent Session Support Number of simultaneous meetings or connections supported. |
. | No information available |
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Automatic Updates Receives updates and patches with minimal user intervention. |
Software updates and patches are automatically pushed per standard SaaS practice. | |
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Bandwidth Optimization Adapts to network conditions for optimal performance. |
Optimized for variable network conditions, as meetings can occur both onsite and remotely. |
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Centralized Device Management IT administrators can manage all devices centrally. |
Centralized device/user management is standard for enterprise software in regulated sectors. | |
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Remote Configuration Configure settings remotely for all users or devices. |
IT departments can configure user experience remotely, based on enterprise focus. | |
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Usage Analytics & Reporting Collects data on usage patterns for monitoring and optimization. |
Reporting and analytics are advertised as available to administrators and management. | |
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Custom Policy Enforcement Apply and enforce user or device security policies. |
Custom policy enforcement capabilities, including security and compliance, are described in product technical specifications. | |
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Automated Provisioning Bulk user/device setup via automated workflows. |
No information available | |
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Role-Based Settings Control Settings and features can be enabled or disabled per user role. |
User roles are central to the platform; corresponding controls are enabled/disabled by role. | |
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Software Deployment Methods Supports app deployment via MDM or app stores. |
Supports deployment via MDM solutions and app distribution channels as noted in enterprise onboarding guides. | |
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Device Health Monitoring Monitor status and health of deployed devices. |
Device health monitoring tools available for IT administrators as part of platform management. |
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24/7 Technical Support Round-the-clock telephone, email, or chat support. |
No information available | |
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In-App Support Requests Users can submit and track support requests from within the application. |
No information available | |
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Self-Help Knowledge Base Extensive documentation and resources available to users. |
Extensive documentation, onboarding resources, and a knowledge base are available via the vendor's support portal. | |
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Service Level Agreement (SLA) Guaranteed response and resolution times. |
No information available | |
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Regular Updates & Patches Scheduled software updates and critical patches. |
Vendor's commitment to regular updates to address security and performance issues. | |
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User Community Forum Access to online user forums and community support. |
Vendor operates online forums for knowledge exchange among users. | |
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Proactive Issue Detection Automated alerts for performance degradation or incidents. |
Automated alerts for system status and performance are available to IT staff. |
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User Capacity Maximum number of concurrent users supported. |
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Device Capacity Maximum number of devices managed or connected. |
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Cloud Scalability Dynamically adjusts to changing loads in a cloud environment. |
Supports scalable cloud deployment per vendor architecture documentation. | |
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Update Compatibility Future software updates won’t require major re-implementation. |
Vendor commits to backward compatibility and ease of updates. | |
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Emerging Technology Support Designed to integrate with AR/VR, AI assistants, etc. |
Platform roadmap and integrations suggest support for emerging technology such as AI assistants. | |
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Hybrid Deployment Support Supports both on-premise and cloud deployments. |
Both on-premise and cloud deployment modes offered as options. | |
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Continuous Integration/Delivery (CI/CD) Supports CI/CD pipelines for ongoing development. |
No information available |
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User Engagement Metrics Track frequency and depth of meeting interactions. |
User engagement metrics and analytics are available for performance and adoption monitoring. | |
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Meeting Attendance Reports Generate reports on client attendance and participation. |
Attendance tracking is part of client meeting management features. | |
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Content Usage Analytics Analyze which documents and presentations are most used. |
Content usage analytics and reporting functionality are built-in for compliance. | |
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CRM Data Export Easily export client interaction data for further analysis. |
Exports of CRM and meeting data are supported for analysis and compliance. | |
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Custom Report Builder Compose custom reports tailored to firm needs. |
Custom report builders are available for generating tailored analytics for firms. | |
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Real-Time Dashboard Live dashboards for at-a-glance insights. |
Live dashboards available for real-time insights into client engagement and portfolio management. | |
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Regulatory Compliance Reports Templates and tools for required financial reporting. |
Regulatory compliance reports and tools are provided for financial fund management use cases. |
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