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Wealth Dynamix have been shortlisted for 7 awards at the Family Wealth Report Awards NYC 2019

Wealth Dynamix, a leading Client Management Solution provider has been shortlisted for 7 awards, including Onboarding, CRM and Thought Leadership categories, at the Family Wealth Report Awards NYC 2019.

Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards are designed to recognize companies, teams and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2018’.

Winners will be announced at a gala awards dinner which will be held in New York on 20 March 2019 at the Mandarin Oriental Hotel.

To view full list of categories, please click here.