5 ways to maximise the power of a Client Lifecycle Management solution
02 October, 2018

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Wealth Dynamix and ELCA announce strategic partnership
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 or digital wealth management? [Infographic]
14 August, 2018

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client suitability
Technology to evidence client suitability in wealth management [Report]
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
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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A deeper look at conduct risk management [Report]
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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Wealth Dynamix ranks 5th fastest growing fintech firm in Europe by the Financial Times FT1000
21 June, 2018

Wealth Dynamix announces its recent ranking in the Financial Times FT 1000, the complete list of Europe’s fastest-growing companies. The firm…

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What’s the future for automated advice in wealth management?
05 June, 2018

Robert Roome, Global Head of Product at WDX, looks at what the wider impact of the recent FCA publication regarding suitability…

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Wealth Dynamix crowned ‘Best CRM System’ at the Wealthbriefing European Awards
30 April, 2018

Wealth Dynamix (WDX), one of Europe’s leading Client Lifecycle Management solution provider was last night awarded ‘Best CRM System’ at the…

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