Wealth Dynamix win at the UK Private Banker International Awards

Wealth Dynamix beats stiff competition from the likes of Appway, Avaloq and Profile Software and announced the winners for ‘Outstanding Front Office Digital Solutions Provider’ at the 2019 Private Banking & Wealth Management awards held at the Waldorf Hilton in London last week. The awards undergo a rigorous selection process before an independent judging panel is appointed. In addition they recognise the best private banks, wealth managers and vendors in the UK and Europe.

The judges were impressed by the WDX1 Client Lifecycle Management solution and its 3 modules: WDX Engage, WDX Onboard and WDX Manage. The judges also cited that “during a period when the industry is experiencing such a huge generational transfer of wealth, these tools will prove critical to organisations managing that transaction.”

Gary Linieres, CEO of Wealth Dynamix commented, “We are delighted to be named winners of this prestigious award. It is an honor to be recognised alongside so many industry experts. The industry is rapidly moving towards digital. Therefore firms are seeing the importance of front office software and its impact on the level of service they provide.”

Wealth Dynamix has won 18 industry awards in the last 18 months alone. Its Client Lifecycle Management solution is continually recognised for its quality. Leveraging Microsoft’s industry-leading Dynamics 365 platform, WDX1 delivers benefits throughout the whole client lifecycle. This transforms the way firms manage client wealth and deliver client excellence.