Wealth Dynamix
Insights
Explore our latest Client Lifecycle Management news, insights and thought leadership
26 April 2016
Wealth Dynamix launches CLM solution: WDX1
Wealth Dynamix announces the launch of WDX ONE – the first fully comprehensive and pre-configured Microsoft hosted CRM framework.
6 min. read
3 December 2015
Gary Linieres talks of a ‘demographic timebomb’ affecting wealth managers
Regulatory burdens will continue to place operational and time/cost pressure for the UK and the world’s wealth management and private banking communities.
6 min. read
3 December 2015
Wealth Dynamix reports 115% revenue growth
Demands for regulatory compliance, digitisation and business insight has enabled Wealth Dynamix, a Microsoft Gold Partner, to announce a 115% growth.
6 min. read
13 November 2015
Wealth Dynamix listed in the Sunday Times Start Up Track 15
Wealth Dynamix will feature in the inaugural Sunday Times Sage Start-up Track 15, published in The Start-up List 2015 magazine.
1 min. read
29 July 2015
Wealth Dynamix celebrates client implementation and new Microsoft status
Wealth Dynamix, has gone live on the systems of Octopus Investments and won what it says is the coveted Microsoft “Gold Partnership” status.
1 min. read
16 April 2015
Are investment managers risking technology exclusion?
Conduct Risk regulations are driving critical technological innovation across the wealth management sectors and is turning the spotlight on technology investment.
9 min. read
14 April 2015
CRM gains traction within wealth management industry
Discretionary wealth manager Ruffer LLP with £19 billion under management, recently went live on Wealth Dynamix’s Customer Relationship Management...
6 min. read
9 April 2015
Ruffer implements Wealth Dynamix CRM system across entire business
Following a strategic review of its front office operations, UK-based private client investment firm Ruffer has appointed Wealth Dynamix,...
3 min. read
2 April 2015
Conduct risk in wealth management: why technology is part of the answer
Drawing solely from his firm’s experience, Gary Linieres of the software firm of Wealth Dynamix, which was sponsoring the...
6 min. read
