Wealth Dynamix
Insights
Explore our latest Client Lifecycle Management news, insights and thought leadership
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19 November 2025
Indosuez Wealth Management announces the acquisition of Wealth Dynamix and appoints Romain Jérome as Chief Executive Officer
Wealth Dynamix is now fully acquired by Indosuez Wealth Management and appoints Romain Jérome as CEO, accelerating global growth and digital innovation.
3 min. read
9 September 2025
Wealth Dynamix technology selected by Groupe Premium to consolidate and accelerate its wealth management business
We are proud to announce that Wealth Dynamix is expanding its offering to the French wealth management market through a collaboration with Groupe Premium. This will enable Groupe Premium to grow its business with advanced CRM & Onboarding solutions, as well as wealth data collection, cleansing and reporting tools.
3 min. read
28 August 2025
Wealth Dynamix partners with Compu J to deliver AI enhanced client experiences
Wealth Dynamix partners with AI consultancy Compu J to enhance its Client Lifecycle Management (CLM) platform, delivering next-generation digital solutions, efficiency, and exceptional client experiences for wealth managers.
3 min. read
29 October 2024
Wealth Dynamix strengthens presence in Middle East with Picard Angst MEA Limited.
Wealth Dynamix partners with Picard Angst MEA to enhance client onboarding in the Middle East. Discover how CLMi’s digital Client Lifecycle Management platform boosts efficiency, compliance, and advisor productivity at DIFC-based Picard Angst MEA.
3 min. read
2 September 2024
Wealth Dynamix secures SOC 2 type 2 compliance, reinforcing commitment to data security and operational excellence
Wealth Dynamix secures SOC 2 Type 2 certification, demonstrating commitment to data Security, Availability, and Confidentiality.
3 min. read
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
21 March 2024
Wealth Dynamix welcomes Luna Investment Management as a new client, empowering proactive Client Relationship Management and regulatory compliance
Wealth Dynamix, a leading provider of Client Lifecycle Management solutions for private banks and wealth managers, announced Luna Investment Management as a new client as part of our partnership with Third Financial.
3 min. read
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
9 November 2023
Transforming client relationship and wealth management: Wealth Dynamix joins forces with Flanks
Wealth Dynamix and Flanks, two leading innovators in the wealth management sector, are thrilled to announce their strategic partnership aimed at transforming client engagement and financial management practices.
3 min. read