Wealth Dynamix
Insights
Explore our latest Client Lifecycle Management news, insights and thought leadership
14 July 2017
Wealth Dynamix wins ‘Best CRM Solution'
Wealth Dynamix awarded the ‘Best CRM Solution’ 2017 for their ‘expertise and track record in delivering CRM and client on boarding solutions’.
3 min. read
22 May 2017
Wealth Dynamix wins Best Technology Provider 2017
Wealth Dynamix was crowned ‘Best Technology provider- Front Office' at the 5th Wealthadviser Awards for the second year running.
1 min. read
10 February 2017
WDX1 crowned Best CRM System at the WealthBriefing Swiss Awards
Wealth Dynamix, one of Switzerland’s foremost Client Management platform providers was, last night, crowned ‘Best CRM System’
3 min. read
4 July 2016
How wealth and asset managers can leverage strategic opportunities amidst Brexit turmoil
Britain has decided to leave the EU, the country has been in a state of shock however, it’s time to look at the positives of going it alone.
3 min. read
20 May 2016
Wealth Dynamix wins award for Best Technology Provider at WealthAdviser Awards
Wealth Dynamix were proud to receive the award for Best Technology Provider (Front Office), as voted by the Wealth Advisor readers.
1 min. read
27 May 2014
Wealth Dynamix crowned best IT newcomer at WealthBriefing European Awards
Wealth Dynamix, one of Europe’s foremost CRM Technology providers was crowned Best IT Newcomer at the WealthBriefing European Awards 2014.
3 min. read
