Business Benefits

Isn’t it time you move to the Cloud?

Embrace cloud technology to help your firm to go further, faster

GAIN A
COMPETITIVE EDGE

Our SaaS solution empowers firms with enhanced agility, cost-efficiency, data security, and collaboration capabilities, positioning them to thrive in a dynamic and competitive industry.

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

BUSINESS BENEFITS

A cloud-based Client Lifecycle Management (CLM) solution provides wealth managers with the opportunity to rapidly access a solution that is easily scalable, exceptionally secure, and easily connected to other systems and technologies.

Enabling outcomes

Our Cloud native solutions offer several features that make them very attractive to a broad range of firms – from boutique wealth management firms to large private banks.

Global accessibility

Our cloud solutions are globally accessible by any authorised user with an internet connection. 

This is particularly valuable for wealth management firms with multiple branches, remote employees, or with an international focus.

Global accessibility
Collaboration and communication

Collaboration and communication

Our Cloud-based client lifecycle management solutions facilitate real-time collaboration and co-authoring, allowing teams to operate with even greater levels of convenience and efficiency.

Enhanced security

Wealth Dynamix invests heavily in cybersecurity measures and meeting the highest standard of compliance. Not only are we accredited by internationally recognised standards such as ISO 27001, but our Cloud-based CLM solutions also include advanced security features, encryption, regular security updates, and data backup. With Wealth Dynamix, wherever your business is based and wherever your customer is based, you can rest assured that your customer information is always protected.

Enhanced security
Effortless software updates

Effortless software updates

Our cloud solutions enable seamless delivery of software updates ensuring that your solution remains up-to-date with the latest features and security enhancements, eliminating the need for manual updates.

Disaster recovery and business continuity

Wealth Dynamix Cloud-based platforms include robust disaster recovery mechanisms and backup solutions to protect client data and critical applications in the event of unforeseen disruptions, supporting business continuity.

Disaster recovery and business continuity
Innovation and integration

Innovation and integration

Cloud solutions make it even easier to leverage new technologies and connect to new systems. At Wealth Dynamix we are constantly innovating our platform, whether through direct development or through looking through ways to integrate other emergent technologies into our solution. Click here to view some of the partners we work with today.

Speak with an expert

LATEST INSIGHTS

Wealth Dynamix and Oxford Risk forge strategic partnership to revolutionise client engagement with behavioural science

29 May 2024

Wealth Dynamix and Oxford Risk forge strategic partnership to revolutionise client engagement with behavioural science

Wealth Dynamix, a leading provider of Client Lifecycle Management (CLM) solutions for wealth managers, today announced a strategic partnership with Oxford Risk, experts in behavioural finance and financial well-being.

3 min. read

Scaling for the future: strategies for the evolving Wealth Management landscape

23 May 2024

Scaling for the future: strategies for the evolving Wealth Management landscape

Hubbis recently hosted the Wealth Management Forum in Malaysia focusing on the trends, opportunities, and challenges for the industry.

5 min. read

Achieving profitability at scale: the potential for AI

17 April 2024

Achieving profitability at scale: the potential for AI

We delve into the use of AI technology in wealth management. Far from belonging to a far-distant future, it is here and growing more intelligent by the day.

5 min. read

Request a Demo

Sign up to our Newsletter

GET THE BROCHURE
Client Onboarding