Wealth Dynamix was crowned ‘Best Technology provider- Front Office’ at the 5th Wealthadviser Awards for the second year running. The award ceremony was held in London on Friday 19th May 2017.
The awards were determined by the votes of Wealth Adviser’s readers, who include wealth managers, IFAs, fund managers, family offices, law firms, accounting forms and other industry experts.
Wealth Dynamix delivers Client Lifecycle Management solutions to the world’s leading private banks and wealth and asset management firms.
31 March 2023
Wealth Dynamix picks up a third award in this year’s WealthBriefing Awards and is crowned Best CRM at the Eleventh Annual WealthBriefing European Awards 2023.
2 min. read
23 February 2023
Leading wealth management industry participant, Wealth Dynamix, has joined the ranks of an elite global group who have been handed the honour of winning a WealthBriefing Award.
2 min. read
10 February 2023
Leading wealth management industry participant, Wealth Dynamix, has joined the ranks of an elite global group who have been handed the honour of winning a WealthBriefing Award.
2 min. read
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Wealth Dynamix is a global Client Lifecycle Management technology provider for the wealth and asset management industries.
At Wealth Dynamix, we believe a hybrid client servicing model offers the optimal solution – it is efficient, effective, and can support compliance.