CRM, CLM & Onboarding solutions for private banks & wealth management firms

We support firms across the end-to-end client lifecycle, helping deliver more proactive, efficient and engaging prospecting, onboarding and relationship management, all while remaining fully compliant.


Our comprehensive client lifecycle management (CLM) platform provides industry-specific capabilities including digital onboarding, client management, CRM and more. Wealth firms globally rely on our technology to help grow and scale their businesses, manage client relationships and streamline operations, all while staying compliant.


Support growth with intuitive prospecting tools and embedded advice journeys.


Onboard new clients the same day within a holistic, digital-first platform.


Use our Client Relationship Management (CRM) solution to manage all client types.


Streamline operational processes with automated workflows and reporting.


Embedded 'compliance by design' for regulations including AML and suitability.


Staff, clients and advisors can all engage and collaborate using digital technologies.

Trusted by renowned global private banks and wealth managers with over $750bn in assets.

Why choose Wealth Dynamix ?

Here’s just some of the recent results our clients have experienced

- 0 %
in front-office administrative tasks
- 0 %
in onboarding time
+ 0 %
in prospect conversion

Recognised by our clients

..and by the broader industry

Wealth Dynamix is proud to have received over 40 industry awards

Our modular solutions are the must-have Client Lifecycle
Management platform for success

Delivered and supported by our wealth management industry experts

Client requests case management

Experts in wealth management

We are much more than just a technology provider. We recognise that to be leaders in wealth-specific technology you need to first be experts in the industry. With a staff base that brings executive-level experience from well-known financial institutions, when we say we’ve walked in your shoes, we mean it. Couple that experience with those who have worked at some of the best-known consultancies and with our technical know-how, and we can say, with confidence, that we don’t think you will find a more complete partner to help you reach your goals. 

Specialists in business change and adoption

We understand the challenges that change can bring. That is why we have designed delivery processes that work in harmony with the change management process. Don’t just take our word for it. Take the word of our clients, who range from global Tier 1 companies with multi-jurisdictional deployments, to single location boutiques and challenger banks.

CLM solutions enable digital-first engagement

A wealth platform that integrates with your
existing systems? Look no further.

From technology vendors to the Microsoft framework and your back-office platforms, Wealth
Dynamix’s open ecosystem integrates seamlessly with over 40 different systems. Talk to us about how
we can make your wealth management processes smoother with your existing software.

Speak with an expert


How can wealth managers leverage data to drive relevance?

27 February 2024

How can wealth managers leverage data to drive relevance?

Throughout the client lifecycle, there is a wealth of data relationship managers can tap into to determine next best actions and build trust.

4 min. read

The compliance advantages of hybrid servicing

24 February 2024

The compliance advantages of hybrid servicing

There may be many ways in which a wealth management business ensures the digital functionality of its hybrid model is compliant. In this article, we will focus on three features that should be embedded in the hybrid model solution to ensure greater compliance with regulatory requirements.

3 min. read

Wealth Dynamix now available on Temenos Exchange

1 February 2024

Wealth Dynamix now available on Temenos Exchange

Wealth Dynamix, a leading provider of Client Lifecycle Management solutions, today announced Wealth Dynamix is available on Temenos Exchange, the partner ecosystem of integrated fintech solutions.

3 min. read

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