Wealth Dynamix

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Wealth Dynamix Wins ‘Best Client Lifecycle Management Solution UK 2022’ in the Wealth & Finance 2022 Fund Awards

25 October 2022

Wealth Dynamix Wins ‘Best Client Lifecycle Management Solution UK 2022’ in the Wealth & Finance 2022 Fund Awards

Wealth Dynamix is proud to be awarded Best CLM Solution UK in the Wealth & Finance International 7th annual Fund Awards 2022.

2 min. read

Wealth Dynamix are double winners at the 10th Annual WealthBriefing Asia Awards for the Third Time

2 June 2022

Wealth Dynamix are double winners at the 10th Annual WealthBriefing Asia Awards for the Third Time

We are delighted to announce that Wealth Dynamix has been awarded ‘Best CLM (Customer Lifecycle Management) Solution’ and ‘Best Digital Offering’ at the WealthBriefing Asia awards.

2 min. read

Wealth Dynamix Wins ‘XCelent Functionality Award’ in New Wealth Management CRM Report

4 August 2021

Wealth Dynamix Wins ‘XCelent Functionality Award’ in New Wealth Management CRM Report

Analysts praised "the system’s ability to create a 360-degree view of the client and its workflow management capabilities"

2 min. read

Wealth Dynamix Named a WealthTech100 Company for Client Lifecycle Management Innovation that Cuts Costs and Eliminates Inefficiency

4 May 2021

Wealth Dynamix Named a WealthTech100 Company for Client Lifecycle Management Innovation that Cuts Costs and Eliminates Inefficiency

Wealth Dynamix ranked as one of the world’s leading 100 WealthTech companies for the third consecutive year.

3 min. read

Wealth Dynamix Wins WealthBriefing Asia Best CRM Award for Second Consecutive Year

15 June 2020

Wealth Dynamix Wins WealthBriefing Asia Best CRM Award for Second Consecutive Year

Judges cite innovative application of Customer Relationship Management and a pioneering approach to Client Lifecycle Management as key differentiators for Wealth Dynamix.

2 min. read

Wealth Dynamix Wins XCelent Overall Award in Celent Wealth Management Client Onboarding Report

21 May 2020

Wealth Dynamix Wins XCelent Overall Award in Celent Wealth Management Client Onboarding Report

Wealth Dynamix receives XCelent Overall award for outstanding performance in Celent's Wealth Management Client Onboarding Platforms ABCD Vendor View report.

2 min. read

Wealth Dynamix CEO Gary Linieres Recognised for Exceptional Leadership by CEO Today Magazine

7 May 2020

Wealth Dynamix CEO Gary Linieres Recognised for Exceptional Leadership by CEO Today Magazine

Dedicated to recognising exceptional leadership, the CEO Today United Kingdom awards celebrate Britain's most successful CEO's and entrepreneurs.

1 min. read

Wealth Dynamix Named a WealthTech100 Company for its Pioneering and Innovative Approach to Client Lifecycle Management

28 April 2020

Wealth Dynamix Named a WealthTech100 Company for its Pioneering and Innovative Approach to Client Lifecycle Management

Wealth Dynamix named a WealthTech100 company for the second consecutive year, in a list compiled by financial technology research firm, FinTech Global.

2 min. read

Wealth Dynamix Cited a ‘Most Influential FinTech Company’ by the Financial Technologist

3 March 2020

Wealth Dynamix Cited a ‘Most Influential FinTech Company’ by the Financial Technologist

Wealth Dynamix selected for their potential to make a major impact on the financial technology industry in the year ahead.

1 min. read

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