Wealth Dynamix
Insights
Explore our latest Client Lifecycle Management news, insights and thought leadership
25 March 2015
Harnessing technology to tackle conduct risk
Our ground breaking Breakfast Briefing, “Harnessing Technology To Tackle Conduct Risk” was a great success. Gary Linieres, Wealth Dynamix‘s...
3 min. read
24 March 2015
Wealth Dynamix on conduct risk and why wealth managers can not miss an opportunity
Conduct risks are driving important innovation in the country’s banking and wealth management industry. Is there an opportunity for wealth managers?
3 min. read
8 February 2015
Wealth Dynamix's COO Brent Randall is guest speaker at WealthBriefing Operational Strategy Summit
Wealth Dynamix's Brent Randall joined other members in the industry to discuss various current topics that wealth managers are facing.
1 min. read
18 December 2014
Wealth Dynamix reports 700% revenue growth
Wealth management tech firm Wealth Dynamix reports 700% revenue growth and several major clients live on their wealth CRM solution
3 min. read
27 May 2014
Wealth Dynamix crowned best IT newcomer at WealthBriefing European Awards
Wealth Dynamix, one of Europe’s foremost CRM Technology providers was crowned Best IT Newcomer at the WealthBriefing European Awards 2014.
3 min. read
1 April 2014
Wealth Dynamix's CRM to help drive future growth for James Hambro & Partners LLP
James Hambro & Partners LLP has selected the CRM solution from Wealth Dynamix. This will provide James Hambro & Partners to drive future growth.
3 min. read
1 July 2013
Pulse Software partners with Wealth Dynamix
Pulse and Wealth Dynamix have announced a joint venture to allow Pulse to enhance its offering to clients through a powerful CRM solution.
3 min. read
18 October 2012
Quilter joins the Wealth Dynamix family
Quilter, the specialist private client wealth management business, has merged with Wealth Dynamix, provider of wealth management CRM software solutions.
3 min. read
