EXCLUSIVE COMMENT: Wealth Dynamix On Conduct Risk And Why Wealth Managers Must Not Miss An Opportunity
24 March, 2015

UK regulations about what is called “conduct risk” are driving important innovation in the country’s banking and wealth management industry. However,…

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Join us at the Compeer Compliance Event 26th February
26 February, 2015

WDX are bronze sponsors and will be attending the Compeer Compliance Event on 26th February. We will be there to share…

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WDX shortlisted for the WealthBriefing European Awards
24 February, 2015

WDX, one of the Europe’s foremost CRM Solution providers, has been shortlisted for the WealthBriefing European Awards 2015 for Best CRM…

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WDX has been shortlisted as Fin Tech Start-Up of the year
13 February, 2015

We are delighted to announce that we have been shortlisted for this fantastic award. We are up against various other companies…

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WDX COO Brent Randall- Guest speaker for Wealth Briefing Operational Strategy Summit
08 February, 2015

Brent Randall joined other members in the industry to discuss various current topics that wealth managers are facing. Brent gave an…

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Wealth Dynamix raises over £600 for Cancer Research
01 February, 2015

On Sunday 1st February, three Wealth Dynamix employees, Joe Cooper, Colin Ziepe and Steve Dewsbery joined in the Cancer Research Winter…

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Wealth Dynamix reports 700% revenue growth
18 December, 2014

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

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Wealth Dynamix Meeting of Minds
17 November, 2014

Owen James is hosting another fantastic event on 20th November 2014 at The Berkely in London city centre giving a range…

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Wealth Dynamix crowned best IT newcomer
27 May, 2014

Wealth Dynamix, one of Europe’s foremost CRM Technology providers to the European Wealth Management industry was crowned ‘Best IT Newcomer’ at…

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Wealth Dynamix’s 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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