Insights

Explore our company news, experiences and insights as we deliver Client Lifecycle Management solutions worldwide!

Browse by type

Wealth Dynamix Wins ‘XCelent Functionality Award’ in New Wealth Management CRM Report

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

Wealth Dynamix Named a WealthTech100 Company for Client Lifecycle Management Innovation that Cuts Costs and Eliminates Inefficiency

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

Wealth Dynamix Wins XCelent Overall Award in Celent Wealth Management Client Onboarding Report

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

Wealth Dynamix CEO Gary Linieres Recognised for Exceptional Leadership by CEO Today Magazine

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

Wealth Dynamix Named a WealthTech100 Company for its Pioneering and Innovative Approach to Client Lifecycle Management

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

Wealth Dynamix Cited a ‘Most Influential FinTech Company’ by the Financial Technologist

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

Wealth Dynamix awarded Best Client Lifecycle Management Solution by Asian Private Banker

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

Wealth Dynamix Recognised for Innovative Client Lifecycle Management Solution

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

Wealth Dynamix crowned best wealth management CRM solution for third year

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

Load More

GET THE BROCHURE
Client Onboarding