Wealth Management

Focus on serving your clients while we focus on creating and delivering the documents.

Doxim Solutions for Wealth Management

Doxim helps wealth management firms focus more time on clients while we focus on the documents and operational efficiency. Our wealth management solutions improve the client experience, significantly reduce costs, drive efficiencies, and ensure compliance as well as automate manual, paper and content-intensive processes.

Learn Why Wealth Management Firms Choose Doxim

Doxim Client Onboarding was chosen because of its ability to automate some of the account opening/update functions within our business. Now, customer documentation is now consistent with corporate branding. Changes can be made quickly, and customer information is stored in a secure, central location.

We consistently received great service from Doxim and as a result, have recently expanded our relationship, adding more products and services from the Doxim portfolio.

This was one of the largest and most complex proxy mailings ever undertaken by Dynamic, encompassing approximately 1.7MM security holder records and delivering almost 1MM individual packages. I think it’s fair to say that our demands were anything but ordinary and that your team stepped up to the plate to deliver solutions that were compliant, cost-effective, and doable, that ultimately lead us to execute a very successful meeting. At project close, the level of response, attention to detail, and flexibility shown to us were exceptional and superior to our experiences with other vendors. We were able to realize significant savings versus budget, due in large part to having worked with this company.

To make it easier to offer these unique loans within a tight timeframe, we required a fully integrated lending platform, so the application and approval process are completed seamlessly and quickly. We chose Doxim solutions because of their flexibility and ease of configuration. Doxim’s products will let us bring automated SBLOC provision to the market faster than any other vendor we reviewed.

The staff at Doxim are easy to work with, respond efficiently and effectively and consistently demonstrate that they really understand our business needs. Doxim committed to meet targets, and succeeded consistently. In all areas Doxim met or exceeded expectations.

With this web-based system, there was no learning curve because the system highlights mandatory fields and automatically checks for errors. When we demo it to prospective advisors, they get excited about the technology. We regularly use it as a recruitment tool to attract new advisors!

Would you like to learn how Doxim solutions can help your wealth management firm? Request a Demo