Best CRM
Wealth Dynamix crowned best wealth management CRM solution for third year
17 July, 2019

Leading suppliers of services and systems for the regulated investment sector were confirmed at the annual Systems in The City Awards…

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winners
Wealth Dynamix win at the UK Private Banker International Awards
19 June, 2019

Wealth Dynamix beats stiff competition from the likes of Appway, Avaloq and Profile Software and announced the winners for ‘Outstanding Front…

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awards
Wealth Dynamix are double winners at WealthBriefingAsia Awards in Singapore
12 June, 2019

Wealth Dynamix, one of Asia’s foremost Client Lifecycle Management leader in the Wealth Management segment was last night crowned ‘Best CRM’…

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Best technology provider
Wealth Dynamix wins at Wealth Adviser Awards
29 May, 2019

Wealth Dynamix was last week crowned ‘Best Technology provider- Front Office’ at the Wealth Adviser Awards for the third year running. Wealth…

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Best CRM system
Wealth Dynamix wins ‘Best CRM System’ again at Wealthbriefing European Awards
17 April, 2019

Wealth Dynamix, a leading global Client Lifecycle Management solution provider was last week crowned ‘Best CRM System’ at the WealthBriefing European…

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Wealth Dynamix and Microsoft win at Asian Private Banker Technology Awards
11 March, 2019

Wealth Dynamix, a leading global client lifecycle management solution provider was recently accoladed the Best Integrated Front Office Solution with Microsoft Dynamics 365 by Asian Private Banker.   …

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Wealth Dynamix has four wins at the WealthBriefing Swiss awards
11 February, 2019

Wealth Dynamix, a leading global client lifecycle management solution provider was last week crowned ‘Best CRM System’, ‘Best Change Management Process/Implementation’,…

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Wealth Dynamix is a double winner at Private Banker International Swiss Awards
14 December, 2018

Private Banker International (PBI), the leading briefing service for the global wealth management industry, has announced the winners of the 2018…

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Wealth Dynamix named double winners at the Goodacre Systems in the City Awards
18 July, 2018

Leading service and system suppliers were announced at the Systems in the City Fintech Awards during a ceremony at Merchant Taylors’…

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Wealth Dynamix named winner for ‘Outstanding Digital Solutions Provider’
25 June, 2018

Wealth Dynamix beats stiff competition from the likes of Temenos, Appway and Avaloq to win ‘Outstanding Digital Solutions Provider’ at the…

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