Quilter joins the Wealth Dynamix family

Quilter Cheviot Investment Management company logo colour png

London, UK, October 18 2012 – Wealth Dynamix, provider of wealth management CRM software solutions, has announced that Quilter, the specialist private client wealth management business, has been using its consulting group to deliver the Microsoft Dynamics CRM solution for its UK client operations.

Quilter, a respected name in private wealth management with over £8billion in assets under management, is known for its focus on service excellence.  With offices around the UK and an ambitious expansion plan in place there was a clear need to increase its client management capabilities.  Quilter decided at the beginning of 2012 to deploy the exciting new technology available from Microsoft Dynamics.

Natalie Levine, Head of Technology at Quilter comments, “Quilter has a philosophy and a reputation of building strong relationships with intermediaries and clients. In order to maximise the value of our relationships, we are constantly on the lookout for innovative technologies that can help us achieve our goals and importantly, those of our clients.

We decided that the latest Microsoft Dynamics CRM 2011 technology in conjunction with specialist partner Wealth Dynamix would provide us with what we needed  to continue to perform in the area of client services as we  grow.”

Wealth Dynamix has assisted Quilter in the strategy, design and implementation of the system which started at the beginning of 2012.

Gary Linieres, CEO at Wealth Dynamix comments, “There is a growing trend for wealth and investment managers to seek to improve the way they communicate with clients, manage compliance requirements and provide internal staff with critical management information about their clients and intermediaries. Quilter is, without doubt, a leading name in private wealth management and we are delighted to have them as a client.”

Share

Wealth Dynamix delivers Client Lifecycle Management solutions to the world’s leading private banks and wealth and asset management firms.

Read more insights

Wealth Dynamix appoints new Managing Director APAC and Commercial Director Europe (DACH)

3 November 2022

Wealth Dynamix appoints new Managing Director APAC and Commercial Director Europe (DACH)

We are delighted to introduce two new faces here at Wealth Dynamix - Darell Miller as Managing Director APAC, and Urs Christian Eugster-Schnell as Commercial Director Europe (DACH).

3 min. read

Wealth Dynamix Strengthens its Security and Privacy Commitment with ISO 27001 Certification

27 October 2022

Wealth Dynamix Strengthens its Security and Privacy Commitment with ISO 27001 Certification

Wealth Dynamix, specialists in Client Relationship Management (CRM) and Client Lifecycle Management (CLM) for the wealth and private banking industry, has been awarded BS EN ISO/IEC 27001:2017 certification.

3 min. read

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

Sign up to our Newsletter

GET THE BROCHURE
Client Onboarding