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WDX- a finalist for the 2017 WealthManagement.com awards in New York

WDX has been named a finalist in the 2017 WealthManagement.com Industry Awards in New York. A record number of nominations were submitted this year- nearly 500 entries were received from more than 300 companies- so being named a finalist is quite an accomplishment.

Matthew Yates, SVP of Operations, Americas at WDX comments “we are delighted to have been nominated for these prestigious awards for our CRM platform. It is a great honour to be recognised in the shortlist and this is testament to our continued hard work.”

Now in its 3rd year, the 2017 Executive Forum and Industry Awards recognize the companies and organizations that support financial advisor success. By recognizing outstanding achievement in the industry, the WealthManagement.com Industry awards will continue to inspire innovation and leadership among industry participants, creating an environment that will enable the industry to better support advisors in their roles as leaders to their clients and communities.

WDX offers Client Management and Digital Onboarding solutions based on Microsoft Dynamics that are designed to address the regulatory and digital challenges of today’s Wealth Management industry.

WDX is headquartered in London and is now live or being deployed in 10 of the UK’s top 20 wealth managers and several more boutiques in the UK and Europe. WDX USA was launched at the beginning of 2017 with new offices secured in Miami.

Winners will be announced at a gala awards dinner which will be held in New York on October 11 2017 at The Plaza Hotel.