Insights
Explore our company news, experiences and insights as we deliver Client Lifecycle Management solutions worldwide!
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4 August 2021
Wealth Dynamix Wins ‘XCelent Functionality Award’ in New Wealth Management CRM Report
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 Named a WealthTech100 Company for Client Lifecycle Management Innovation that Cuts Costs and Eliminates Inefficiency
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 Wins XCelent Overall Award in Celent Wealth Management Client Onboarding Report
Wealth Dynamix receives XCelent Overall award for outstanding performance in Celent's Wealth Management Client Onboarding Platforms ABCD Vendor View report.
2 min. read
7 May 2020
Wealth Dynamix CEO Gary Linieres Recognised for Exceptional Leadership by CEO Today Magazine
Dedicated to recognising exceptional leadership, the CEO Today United Kingdom awards celebrate Britain's most successful CEO's and entrepreneurs.
1 min. read
28 April 2020
Wealth Dynamix Named a WealthTech100 Company for its Pioneering and Innovative Approach to Client Lifecycle Management
Wealth Dynamix named a WealthTech100 company for the second consecutive year, in a list compiled by financial technology research firm, FinTech Global.
2 min. read
3 March 2020
Wealth Dynamix Cited a ‘Most Influential FinTech Company’ by the Financial Technologist
Wealth Dynamix selected for their potential to make a major impact on the financial technology industry in the year ahead.
1 min. read
2 March 2020
Wealth Dynamix awarded Best Client Lifecycle Management Solution by Asian Private Banker
Wealth Dynamix awarded Best Client Lifecycle Management (CLM) solution at the 5th Annual Asian Private Banker Technology Awards.
3 min. read
14 November 2019
Wealth Dynamix Recognised for Innovative Client Lifecycle Management Solution
Wealth Dynamix has been recognised as ‘One to Watch’ for its Client Lifecycle Management solution in Singapore on 13 November 2019.
3 min. read
17 July 2019
Wealth Dynamix crowned best wealth management CRM solution for third year
Wealth Dynamix and our WDX1 product has been crowned best wealth management CRM Solution for the 3rd year running at the Goodacre Awards
3 min. read
