info@dthomas.co.uk • +44 (0) 23 9282 2254
A dynamic, modern Wealth Management portal for those that want to stand out from the crowd.
Pre-built solution using the fully extensible Integro CX framework, offering the simplicity of a pre-built solution along with the flexibility of customisations when required.
Pre-built integrations with 3rd party authentication providers, SharePoint 365 document repository and Financial Express.
Powered by its own portal database, data can be imported based on the format you have and mapped to the data to be displayed, meaning ICX Wealth can be utilised in situations where APIs not exist.
ICX Wealth comes with ICX Form Builder enabling users to create their own forms and distribute via ICX Wealth to facilitate secure data capture.
Supports secure communication including document sharing and form completion between portal users, including portal support users.
You can call us, email us, or send us a message. We will respond as quickly as possible.
+44 (0)23 9282 2254