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Wealth Dynamix

Insights

What we think

WDX Product Overview

WDX’s solutions, based on the Microsoft Dynamics platform, are designed to address the increased demand for high quality relationship management and the regulatory and digital challenges of today’s wealth and investment managers.

WDX ONE helps drive long-term client satisfaction, creates future business opportunities and improves a firm’s overall efficiency. Importantly it helps drive the necessary management information to enable senior executives to make fundamental changes to their business.