Charles Stanley Embraces WDX’s CRM Solution to Drive Superior Client Outcomes, Digital Transformation and Business Efficiency
09 July, 2016

Charles Stanley Embraces WDX’s CRM Solution to Drive Superior Client Outcomes, Digital Transformation and Business Efficiency At the beginning of 2014,…

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WDX reports 115% revenue growth
03 December, 2015

WEALTH MANAGEMENT TECH FIRM WDX REPORTS 115% REVENUE GROWTH, AS DEMAND FOR DIGITAL TRANSFORMATION AND BUSINESS INTELLIGENCE DRIVES TECHNOLOGY INNOVATION IN…

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 CRM specialist celebrates client implementation and new status
29 July, 2015

A firm focusing on CRM systems in wealth management is celebrating a lot of achievements. The client relationship management platform of…

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UK’s Ruffer Implements WealthDynamix CRM System Across Entire Operation
09 April, 2015

Following a strategic review of its front office operations, UK-based private client investment firm Ruffer has appointed Wealth Dynamix, or WDX,…

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WDX reports 700% revenue growth
18 December, 2014

Wealth management tech firm WDX reports 700% revenue growth and several major clients live on their wealth CRM solution Conduct Risk…

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WDX CRM to help drive future growth for James Hambro & Partners LLP
01 April, 2014

James Hambro & Partners LLP the Independent Private Asset Management Partnership has selected the WDX CRM solution from Wealth Dynamix. WDX…

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Quilter joins the WDX family
18 October, 2012

London, UK, October 18 2012 – Wealth Dynamix, provider of wealth management CRM software solutions, has announced that Quilter, the specialist…

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