Wealth Dynamix
Explore our latest Client Lifecycle Management news, insights and thought leadership
11 March 2019
Wealth Dynamix has won the accolade of Best Integrated Front Office Technology Solution with Microsoft Dynamics 365 at the Asian Private Banker awards.
3 min. read
11 February 2019
Wealth Dynamix secures major four wins at the WealthBriefing Swiss Awards 2019 held at the Hotel President Wilson in Geneva.
3 min. read
14 December 2018
Private Banker International has announced Wealth Dynamix as the double winners of the 2018 Private Banking Switzerland Awards!
3 min. read
18 July 2018
Leading service and system suppliers were announced at the Systems in the City Fintech Awards during a ceremony at Merchant Taylors’ Hall last week.
3 min. read
25 June 2018
Wealth Dynamix wins ‘Outstanding Digital Solutions Provider’ at the 2018 Private Banking & Wealth Management awards in London earlier this month.
3 min. read
30 April 2018
Wealth Dynamix, leading Client Lifecycle Management solution providers, was awarded ‘Best CRM System’ last night at the WealthBriefing European Awards 2018.
3 min. read
21 March 2018
Wealth Dynamix was crowned ‘Best On-boarding solution’ at the 5th Family Wealth Report Awards 2018 held at the exclusive Mandarin Oriental, New York.
6 min. read
9 February 2018
Wealth Dynamix wins 4 awards, including ‘Best CRM’ for wealth management at the WealthBriefing Swiss Awards. The awards dinner was held at Geneva.
3 min. read
14 December 2017
Wealth Dynamix wins Outstanding Front-End Digital Solutions Provider at the Private Banker International Swiss Awards 2017.
3 min. read
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Wealth Dynamix is a global Client Lifecycle Management technology provider for the wealth and asset management industries.