Here at the Insights Centre you will find client case studies, white papers, brochures and blog posts that provide thought leadership on the industry and more information on WDX ONE.
Meet the people behind WDX at one of our many events and find out more out our awards as we’re especially proud when our success is recognised.
Wealth Dynamix (WDX), one of the USA’s foremost client management solution providers has been shortlisted for the Family Wealth Report Awards.
WDX today announced that it ranked number 19 in the 2017 Deloitte UK Technology Fast 50, a ranking of the 50 fastest growing technology companies in the UK. Rankings are based on percentage revenue growth over the last four years. WDX grew 1,563% during this period.
Britain’s fastest-growing private tech companies were announced in the 17th annual Sunday Times Hiscox Tech Track 100 league table on 10th September 2017.
Launches WDX USA, securing first client and office in Miami
At the beginning of 2014, Charles Stanley, one the UK’s largest Wealth Management firms, embarked on a technology program to put superior client outcomes at the centre of their investment management and financial planning business.
WEALTH MANAGEMENT TECH FIRM WDX REPORTS 115% REVENUE GROWTH, AS DEMAND FOR DIGITAL TRANSFORMATION AND BUSINESS INTELLIGENCE DRIVES TECHNOLOGY INNOVATION IN THE UK WEALTH SECTOR
Wealth management tech firm WDX reports 700% revenue growth and several major clients live on their wealth CRM solution