Empowering Exceptional Client Management
12 November, 2018

Read full whitepaper here.

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Forces of disruption in the wealth management industry: The Perfect Storm (infographic)
25 October, 2018

View the full article here – The Rise of the Bionic Advisor  

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Wealth Dynamix have been shortlisted for 8 awards including best ‘CRM System’ and best ‘Front Office Solution’ at the Wealthbriefing Swiss awards 2019
22 October, 2018

Wealth Dynamix, one of Switzerland’s foremost Client Lifecycle Management Solution providers, are proud to announce they have been shortlisted for 8…

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5 steps to maximize the impact of your Client Lifecycle Management solution
02 October, 2018

Download the full whitepaper here  

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Wealth Dynamix and ELCA announce strategic partnership to drive the digitization of the Private Banking sector in Switzerland
02 October, 2018

Wealth Dynamix, a leading Client Lifecycle Management solution provider, and ELCA, one of the largest independent Swiss Consultancy firms have partnered…

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Traditional vs Digital- Introducing the Hybrid model
14 August, 2018

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client suitability
Client Suitability whitepaper
12 August, 2018

Client Suitability Whitepaper Investment managers must demonstrate to the regulators the process of exercising their duty of care towards clients. The... Read More
Wealth Dynamix named double winners at the Goodacre Systems in the City awards for ‘Support Specialist of the year’ & ‘Best CRM System’ for a third year running
18 July, 2018

Leading service and system suppliers were announced at the Systems in the City Fintech Awards during a ceremony at Merchant Taylors’…

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Conduct Risk Management
02 July, 2018

Conduct Risk Management Whitepaper The regulators expect  the industry to be demonstrating trustworthy behaviour in their day to day conduct towards... Read More
Wealth Dynamix named winner for ‘Outstanding Digital Solutions Provider’
25 June, 2018

Wealth Dynamix beats stiff competition from the likes of Temenos, Appway and Avaloq to win ‘Outstanding Digital Solutions Provider’ at the…

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