winners
Wealth Dynamix named winners 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 crowned double winners at the WealthBriefingAsia Singapore Awards 2019
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 named ‘Best Technology Provider- Front Office’ at the 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 secures ‘Best CRM System’ for second year running at the Wealthbriefing European awards 2019
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 won first award in APAC with Microsoft at Asian Private Banker Technology Award 2018 in Singapore
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 secures 4 incredible accolades at the WealthBriefing Swiss awards 2019
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 have been shortlisted for 8 awards at the Wealthbriefing European Awards 2019
04 February, 2019

Wealth Dynamix, a leading Client Lifecycle Management Solution provider has been shortlisted for 8 awards, including Onboarding, CRM, Compliance and Thought…

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Wealth Dynamix is named double winners at Private Banker International Swiss Awards 2018
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 have been shortlisted for 7 awards at the Family Wealth Report Awards NYC 2019
26 November, 2018

Wealth Dynamix, a leading Client Management Solution provider has been shortlisted for 7 awards, including Onboarding, CRM and Thought Leadership categories,…

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Wealth Dynamix have been shortlisted for 8 awards including best ‘CRM System’ and best ‘Front Office Solution’ at the Wealthbriefing Swiss awards 2019
22 October, 2018

Wealth Dynamix, one of Switzerland’s foremost Client Lifecycle Management Solution providers, are proud to announce they have been shortlisted for 8…

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