Wealth Dynamix has many partnerships with other leading technology providers, back office systems, and consultancy and research specialists to offer a dynamic, innovative and integrated solution.
Consultancy & Research
Front and Back Office
Synpulse is an established, globally active management consulting company and a valued partner to renowned international financial services companies. Since its formation in 1996, Synpulse has offered its clients excellent solutions, enabling them to generate high added value. The firm supports its clients in the whole process from working out strategies and realizing them operationally through to technical implementation. www.synpulse.com
Be-IQ is a multi-award winning behavioural insight's platform, that is transforming how client-focused Financial Services companies, deliver financial wellbeing.
Conducting frequent behavioural research (including experimental research), Be-IQ explores cognitive biases and heuristics, and, through a highly engaging UX, builds new models and approaches to understanding a client’s behavioural profile, their risk taking personality, and also how their behaviours influence key financial decisions.
Be-IQ brings these models to life using a modular, gamified, API-driven solution; a ground-breaking approach that enables financial wellbeing to be an outcome, not an afterthought. www.beiq.com
ZAP Data Hub is pre-packaged data management software that automates access, unification and preparation of all business data. From ERP to CRM to databases and more. A global company headquartered in London, ZAP is an accredited Microsoft Gold Partner, PowerBI User Group Partner, Tableau Technical Partner, Sage Rock Star ISV, and PASS Knowledge Partner. Analyst firm IDC praises ZAP for its ability to “fast-track the time and effort involved in kick-starting a data warehousing and BI project.”
XperiDo is a professional document generation software that enables clients to efficiently create consistent documents like quotes, invoices, reports and correspondence. This document creation solution is based on Microsoft Dynamics. For all the document generation requirements that are not fully met out-of-the-box, XperiDo provides an easy-to-manage solution.
The Personal Investment Management & Financial Advice Association (PIMFA) represents UK firms offering a range of financial solutions, including investment advice and portfolio management, as well as investment and execution services, financial planning and advice for private clients.
TokBox develops and operates OpenTok, the leading cloud platform for adding live video, voice & messaging to websites and mobile apps. The OpenTok platform is fully customisable and flexible, and leverages cutting-edge video, audio, and networking technology WebRTC to bring the best possible experience to clients.
Time4Advice, an advisory platform provider has developed CURO from the global enterprise Microsoft Dynamics CRM platform. The firm enable professional advice businesses to leverage capabilities previously only within reach of the largest firms.
SmartSearch provides complete functionality to process any type of AML search all from a single and easy to use platform. Real-time hosting of all business search activity and AML outcomes enables clients to recall on-demand any AML outcomes to support an internal audit or an external visit from the regulator.
Multrees provide global custody, investment administration and consolidated reporting services. The firm supports complex client requirements and multi-asset, multi-currency investment propositions for firms currently based in the UK, US and Europe.
Microsoft are the global market leader with a proven platform helping companies of all sizes to transform their business processes and better engage customers using intelligent applications that work seamlessly together in the cloud. Microsoft Dynamics builds personalised experiences across all customer touchpoints, empowers employees and optimises operations while capturing new opportunities to enable companies to grow their business to better meet the changing market and needs of their clients.
Mitratech’s offerings include integrated matter management, e-Billing, legal hold, contracts management, entity management and compliance solutions. Mitratech clients are able to prove demonstrable value creation for their organisation by automating legal workflows, improving business outcomes through actionable data and insight, increasing collaboration with external partners, and reducing overall legal spend.
ClickDimensions provides email marketing, web intelligence, lead scoring, campaign automation, nurture marketing, social discovery, form capture, surveys and more. ClickDimensions allows organisations to discover who is interested in their products, quantify their level of interest and take the appropriate actions.
The International RegTech Association (IRTA) is the voice of the international Regulatory Technology (RegTech) community. Working as a transparent and ethical non-profit association, IRTA brings together the people, tools, and experience required to thrive in today’s rapidly evolving RegTech landscape.
Soranus is a specialized consulting boutique for banks. For more than fifteen years, they have been combining bank-specific know-how with technical expertise into sustainable, customer-specific project results. Their 35 consultants accompany their customers through all project phases. Soranus’ main focus is the digitization of banking, the implementation of tax & compliance projects and core banking migrations. One of their specialities is the optimization of Client Lifecycle Management processes with a proven track record in several national and international private banks.
Soranus’ customers benefit from the in-depth banking knowledge, senior project experience as well as the methodical strengths of their banking experts, business analysts and project managers. Their front-to-end service approach ensures efficient and successful project delivery. Regardless of the size and the complexity of the tasks, they provide the bridge between modern banking and future-oriented IT.
ELCA is one of the biggest independent Swiss full-service providers for business and technology solutions, and a leader in the fields of IT business consulting, software development and maintenance, and IT systems integration. ELCA solutions reduce complexity and increase innovation cycles, improve business outcomes and customer satisfaction. The privately owned company, with almost 1000 experts, has branches in Lausanne, Zurich, Berne Geneva, Basel, Paris, Madrid, London, Granada (nearshore development) and Ho Chi Minh City (offshore development), all operating according to a common process framework. More information is available on the website www.elca.ch.
Orbium helps banks and wealth managers realize their strategy and execution priorities. Widely recognized for exceptional commitment, Orbium helps its clients to realize revenue growth and efficiency gains through innovation and industrialization. By effectively blending business and technology consulting with software products and strong partnerships, Orbium enables clients to focus on what matters most: their own success.
iSolutions is one of Switzerland’s leading dedicated Microsoft Gold partners for the planning, implementation and introduction of needs-based, useful software solutions on the basis of Microsoft Dynamics 365, SharePoint and .net individual developments. Please visit www.isolutions.ch for more information.