Wealth Dynamix crowned best IT newcomer at WealthBriefing European Awards
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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Pulse Software partners with Wealth Dynamix
01 July, 2013

Pulse and Wealth Dynamix have announced a joint venture to allow Pulse to enhance its offering to clients through the introduction…

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Quilter joins the Wealth Dynamix family
18 October, 2012

London, UK, October 18 2012 – Wealth Dynamix, provider of wealth management CRM software solutions, has announced that Quilter, the specialist... Read More