Wealth Dynamix was last week crowned ‘Best Technology provider- Front Office’ at the Wealth Adviser Awards for the third year running. Wealth Dynamix provides an award-winning client lifecycle management solution to the wealth management community.
The seventh edition of the Wealth Adviser Awards was presented on 23 May in London. It brought together some of the leading names in the wealth management industry to celebrate the achievements of the best performing wealth managers, advisers and technology providers in 2018.
Gary Linieres commenting on the triumph “we are delighted to be recognised as the best technology provider- front office award. This is a great achievement and a testament to the hard work the team has put in!”
The votes of Wealth Adviser’s readers determine the winners of the awards. These include wealth managers, IFAs, fund managers, family offices, law firms, accounting firms and other industry professionals.
Click here to view all winners.
4 August 2021
Analysts praised "the system’s ability to create a 360-degree view of the client and its workflow management capabilities"
2 min. read
4 May 2021
Wealth Dynamix ranked as one of the world’s leading 100 WealthTech companies for the third consecutive year.
3 min. read
21 May 2020
Wealth Dynamix receives XCelent Overall award for outstanding performance in Celent's Wealth Management Client Onboarding Platforms ABCD Vendor View report.
2 min. read