Wealth Dynamix
Insights
Explore our latest Client Lifecycle Management news, insights and thought leadership
22 May 2017
Wealth Dynamix wins Best Technology Provider 2017
Wealth Dynamix was crowned ‘Best Technology provider- Front Office' at the 5th Wealthadviser Awards for the second year running.
1 min. read
4 May 2017
Everything wealth managers need to know about GDPR
Most would think that GDPR is purely an European issue however, this is a misconstrued concept. GDPR will affect all businesses globally that hold personal data.
1 min. read
30 March 2017
RegTech: Disrupting client engagement
Regtech is a now becoming an increasingly familiar concept within Financial Services, but like an ink blot, it is open to many differing interpretations.
9 min. read
15 March 2017
Technology vs human: how far is too far?
The digitalisation of wealth management will continue and bring benefits to the sector. However when does technology then become too far?
9 min. read
20 February 2017
Wealth Dynamix announces new client wins and continued expansion
Wealth Dynamix launches in USA, Miami and welcomes 3 more of the UK’s largest Wealth Managers to the WDX ONE Client Management platform.
9 min. read
13 February 2017
The Sunday Times: Technology plus the Human Touch
Wealth Dynamix is a market leader in client management systems for wealth managers, helping them to negotiate their way through with the help of technology.
9 min. read
10 February 2017
WDX1 crowned Best CRM System at the WealthBriefing Swiss Awards
Wealth Dynamix, one of Switzerland’s foremost Client Management platform providers was, last night, crowned ‘Best CRM System’
3 min. read
14 December 2016
The steps asset managers can take to enabling better Intermediary Management
To make services available via intermediary management and partners, there is an ongoing effort to drive business with a broader range of firms.
9 min. read
23 November 2016
Wealth Dynamix partners with Thornbridge on award-winning CRM solution
Wealth Dynamix have partnered with FCA authorised firm, Thornbridge Investment Management LLP to ensure suitability and conduct risk guidelines.
6 min. read
