WHY WEALTH
DYNAMIX

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Because, we understand what your problems are and have the solutions to solve them.

Problems such as having to use different, incompatible systems, or spending too much time doing administrative tasks and not having enough time to spend time with your clients.

We understand your frustrations and help to solve them with our fully integrated, end to end digital CLM solution, that delivers benefits throughout the whole client lifecycle and will transform the way you manage client wealth.

We have helped some of the largest wealth management firms in the world grow their AUM and streamline their working practices, all whilst remaining compliant.

CLIENT LIFECYCLE
MANAGEMENT

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The WDX1 client lifecycle management solution comprises of 3 core modules that work great on their own and even better together.

WDX | ENGAGE

Underpin your new business strategy with our innovative solutions to increase prospect conversion, stimulate existing clients and engage your advisors.

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WDX | MANAGE

Manage complex relationships with intuitive 360-degree dashboards to centralize client relationships, products, communications and activities.

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WDX | ONBOARD

Ensure compliance and streamline your onboarding processes through automation and digitization.

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More time, better
relationships

Client lifecycle management and business intelligence solutions for the wealth and investment management market

More time, better
relationships

Client lifecycle management and business intelligence solutions for the wealth and investment management market

OUR
CLIENTS

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We have delivered technology solutions

to over 25 institutions within the wealth

management industry globally.

OUR
CLIENTS

Sorry, your browser does not support inline SVG.

We have delivered technology solutions

to over 25 institutions within the wealth

management industry globally.