We are a people focused, financial technology provider that has extensive expertise in wealth management.
How we are different
- Because we actively listen to our clients, which means we understand what their problems are now and will likely be in the future. This means we can future proof our clients, so they can seamlessly adapt to change and stay two steps ahead of their competitors.
- Our clients have access to technology that allows them to automate time consuming processes. This allows them to spend more time on building mutually beneficial client relationships.
- Positive working relationships are vital to success in this industry, using our technology will allow you to focus on building and maintaining them.
- We have extensive of experience in providing technology that increases ROI for the wealth management industry.
- We ensure you benefit from our partnerships with our technology providers such as Microsoft
CHANGE TO YOUR FIRM
We have aligned our solution to enable wealth managers to address 4 key challenges.
Grow AUM and maintain sustainable growth
Enable advisors to better manage a growing client base while enhancing the client experience using fewer resources
Deliver excellent service to new and existing clients
Deliver improved client service by streamlining complex workflows as well as providing a self-serve client portal to enhance the on boarding experience
Embrace technology advances
Empower staff with an agile best in class open architecture toolset to manage all relationship activity via a single modern, 360 client view.
Solve regulatory challenges
Stay compliant and reduce risk by guiding, tracking and monitoring end-to-end client journeys through KYC, AML risk profiling and suitability reviews.
ACROSS THE FIRM
Success is achieved by understanding and focusing on what the business, employees and clients really want as outcomes.
We deliver on our promise and deliver real business change through our digital transformation program by understanding not only the technology but most importantly your requirements, your people and of course your challenges.
We identify your organizational capabilities – your people, your culture, your ability to adapt to change and your technical capabilities, all of which are vital to understand to acheive success.
We make sure we underatnd your current technology architecture landscape and develop a strategy with you to meet your specific requirements.
WDX1 supports a broad range of functions across the business and we will work closely with you to identify all areas that will be impacted.
We identify the desired outcomes from all your business stakeholders, the firm, your staff and your clients, all of which are unique and equally as important.
Chief Executive Officer
Gary Linieres, cofounder of Wealth Dynamix, has over 20 years’ experience in the financial technology sector, encompassing sales, sales management and general management roles in software vendors around the world.
Gary started his career as a European sales executive for Microbank software. After 7 years, Gary concluded his career at Microbank running the continental European business based in Paris before the company was successfully sold to SunGard.
Following Microbank Gary held several senior sales management and directorships at Netik, Reuters and DSTi before finally becoming Managing Director of Financial Objects Wealth Management Division.Prior to Wealth Dynamix, Gary cofounded Third Financial Software in 2007 and in 2012 sold his stake in TFS to start his own venture.
Chief Operating Officer
Brent Randall is the cofounder and chief operating officer of Wealth Dynamix and has over 25 years of experience in the investment management software industry.
Previously, Brent was a Director at Third Financial Software where he was responsible for product development.Prior to that Brent headed up the wealth management division at Financial Objects directing business development and product strategy.
Brent was also an associate director at DST International Ltd, where he was responsible for the global product strategy of the company’s institutional front office and wealth management solutions.Brent has an honours degree in Geography from Downing College, Cambridge.
Chief Revenue Officer
Niklas Lindberg is the Chief Revenue Officer at Wealth Dynamix, based in Zurich Switzerland, responsible for all sales, marketing and partnership activities globally.
Niklas has more than 20 years of experience within the Technology industry in various management roles across EMEA and USA including Microsoft, where he most recently was leading the Financial Services Industry segment of Microsoft Switzerland.
Niklas’ career started within business consulting, including managing the Nordic CRM vertical at Deloitte Consulting.
Niklas’ background also includes 2 start-ups with the London based FinTech start up Algomi as the most recent one, where he led the global sales efforts.
Niklas holds a degree in Marketing from OSU, coupled with executive courses at MIT Sloan.
Chief Technology Officer
Natalie Levine is the Chief Technology Officer at Wealth Dynamix and has over 25 years’ experience of delivering large scale technology projects to the wealth management and private equity sectors.
Prior to Wealth Dynamix Natalie was Head of Technology at Bridgepoint Advisers and Head of Technology at Quilter CheviotNatalie started her career at QC in software development where she was responsible for the product strategy and development of investment management software.
Natalie has an honours degree in Systems Analysis from Bournemouth University.
Chief Information Officer
Sonia Moore has over 15 years of commercial experience with various Blue Chip organisations, 8 of which as a Dynamics CRM Programme / Project manager within the financial sector and has been overseeing Operations for Wealth Dynamix for over 4 years.
Prior to Wealth Dynamix, Sonia was a CRM programme manager within the CRM Centre of Excellence (CoE) in Barclays, delivering large-scale Dynamics CRM institutional projects to numerous parts of the Barclays business globally, including Barclays Corporate and Barclays Capital and covering implementation requirements such as client relationship and opportunity management, events management and complex complaints management.
Director of Product
Robert Roome has over 15 years’ experience in helping organisations implement and embed customer relationship management solutions.
This has included roles at consultancies such as Capgemini, and large financial services organisations such as Barclays Wealth, RBS and Capital International.
With his current role of Product Owner for Wealth Dynamix, Robert is responsible for overseeing the digital engagement & client management product, working with potential Fintech partners, and overseeing some of the largest deployments of the WDX1 Software.
Robert gained a first in Computer Science from University of York, he also holds the Investment Management Certificate (IMC).
Head of Americas
Matt Yates is responsible for defining and executing on the strategy, vision and the implementation of Wealth Dynamix in all business lines across Canada, USA and the Caribbean.
He delivered several strategic wealth and private banking projects for Wealth Dynamix across Europe, before taking the opportunity to launch the USA office in 2017.
Prior to Wealth Dynamix, Matt was the Global Lead on a pan-European project; delivering a CRM solution to nine countries and has previously implemented solutions at Coller Capital and the London Metal Exchange.
Matt has 15+ years of experience in strategy and project management, specializing in CRM solutions.
Head of Asia Pacific
Dominic Gamble is the Head of Asia Pacific, based in Singapore, and is responsible for our growth strategy across the region.
Dominic has close to 20 years’ experience in finance and specifically wealth management.
After 10 years as a Private Banker at Credit Suisse and Deutsche Bank covering Asia and Middle East UHNW clients, in 2012 he founded the leading digital client acquisition portal for the wealth industry in the UK, and subsequently launched an Asia-focused online B2C wealth management platform in Singapore in 2015.
That Asia business was acquired by a regional wealth management technology business in 2017, for whom he became Chief Digital Officer and head of Solution Sales for their award-winning Advisory and Engagement product suite.
Director of Consulting
Dominic Snell has over 15 years’ experience working in Blue Chip Organisations and has spent most of these working to deliver large-scale projects to implement CRM strategies.
Dominic joined Wealth Dynamix in 2014 and helped lead implementation projects with several clients. He is now a member of the product board, and spends much of his time consulting with new clients to help define their next steps to digital transformation.
During his career, Dominic has gained a strong working knowledge of the industry, the best practices and pitfalls of embarking on such projects.
Head of Pre-Sales
Johnny Beloe is Head of Pre-Sales at Wealth Dynamix and is responsible for leading pre-sales consultancy engagements.
Johnny has a strong front to back office knowledge, with over 8 years of experience in the wealth and investment management software industry.
Johnny has previously held Senior Consultant and Head of Pre-Sales roles at Third Financial Software and has a first class degree in Law and Philosophy from Exeter University.