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 which 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, our Cloud-based CLM solutions also includes 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 you 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 to 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 in our solution. Click here to view some of the partners we work with today.

Speak with an expert

LATEST INSIGHTS

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

Re-imagining prospecting in wealth management: a necessity in today’s dynamic market

17 January 2024

Re-imagining prospecting in wealth management: a necessity in today’s dynamic market

The traditional wealth management model is no longer sufficient for today's dynamic market. To thrive, firms must embrace prospecting by crafting a culture that prioritises client segmentation, prospect allocation, performance enhancement, junior banker empowerment, and personalised digital engagement.

3 min. read

Wealth Dynamix’s APAC MD highlights missions and challenges around Client Lifecycle Management

4 January 2024

Wealth Dynamix’s APAC MD highlights missions and challenges around Client Lifecycle Management

Hubbis recently hosted a virtual discussion focusing on the application and then implementation of the latest digital solutions in the world of Asian wealth management.

5 min. read

Request a Demo

Sign up to our Newsletter

GET THE BROCHURE
Client Onboarding