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WE HELP?

   connect@wealth-dynamix.com

HOW CAN
WE HELP?

  connect@wealth-dynamix.com

LATEST INSIGHTS

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

Fintech Innovation Network – spotlight on Wealth Dynamix

28 July 2021

Fintech Innovation Network – spotlight on Wealth Dynamix

Watch FIN's interview with our Product Strategy Director Dominic Snell discussing digitisation of client lifecycle management in wealth management.

1 min. read

Be transparent to build trust

22 July 2021

Be transparent to build trust

Trust and service are the lifeblood of every client-advisor relationship. When trust is lost, clients walk and referrals drop. But how is trust built?

3 min. read

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