We are unveiling our new Wealth Dynamix corporate branding video! We have changed for the better!
Our industry has been violently shaken up in the last few years. With tougher regulations, a new generation of more demanding clients and increasingly complex digital challenges.
We recognised a lot has changed and adapted to meet the needs of our clients.
Find out more about our new and improved Client Lifecycle Management Solution, WDX1.
WDX1 helps ensure that your firm thrives despite the tremors by increasing the amount of time you spend with your clients.
Watch our rebrand video here
Check out our Client Lifecycle Management platform, WDX1, and learn how you can improve your advisors productivity, grow your AUM and engage your clients.
13 October 2020
Wealth Dynamix and CH&Co. join forces to deliver enterprise-scale digital transformation projects that have CLM as a core requirement.
3 min. read
23 June 2020
The integration will provide relationship managers and advisors with complete, seamless visibility of every client’s portfolio progress against pre-defined goals, from within a single, unified advisor workspace.
3 min. read
17 June 2020
Ground-breaking independent wealth management study confirms the vital role of technology in overcoming relationship management challenges in Asia.
2 min. read