Wealth Dynamix launches CLM solution: WDX1

Secure Microsoft Cloud-based CRM system to deliver unrivalled operational and cost efficiencies

London, April 26th – Wealth Dynamix, the UK’s leading CRM solutions provider to the wealth management sector, today announces the launch of WDX ONE – the first fully comprehensive and pre-configured Microsoft hosted CRM framework specifically tailored for wealth and investment managers. WDX ONE provides the most rapid and cost-efficient CRM implementation and business transformation package available to small to mid-market firms, cutting typical project delivery time and implementation costs by over 60%.

Using extensive experience gained from working with major UK banks and wealth managers such as Charles Stanley, Brewin Dolphin, Ruffer LLP, Brown Shipley and Quilter Cheviot; Wealth Dynamix are the first UK CRM technology supplier to create and deliver a best-practice CRM framework specifically tailored to the needs of the wealth and Investment management market.

WDX ONE will bring small to mid-market wealth and investment managers an unrivalled level of CRM functionality to facilitate onward growth with the most comprehensive suite of operational management, client on-boarding, suitability, marketing, business insight, sales performance, reporting capability and integration opportunities. The platform will enhance digital marketing and communications as well as delivering mobile tools and access for wealth managers.

WDX ONE will deliver best practice front-middle office capability available in Wealth Dynamix’s award-winning CRM solution; pre-packaged with all critical KYC and suitability requirements, full AML integration, operational workflows, reporting, client on boarding and marketing automation.

GFH & Co. Ltd (Hottinger) are one of the first to sign up to the platform.

Hottinger is delighted to be moving onto WDX ONE at a time when our firm is expanding and requires a solid, scalable platform as a result of organic growth combined with ever increasing regulatory requirements. We believe it is essential for leading boutique managers to be at the vanguard of technological advancements. We have been impressed with the functionality and have found the platform closely mirrors our own needs.
Tim Sharp
Executive Director at Hottinger

Demand for CRM technology and digital transformation has become the fastest growth area in the UK financial services sector in the last two years as the investment industry gets to grip with tightening conduct regulations, demand for optimal client operations and digital service provision.

Cloud-based solutions are a growing trend, with EY reporting at the Compeer Wealth Tech conference 2015 that 85% of wealth and investment management firms either use or are planning to use cloud-based services; adding that those that do not see managed services/cloud models as the future are increasingly in the minority.

Using or planning to use cloud-based services

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At the Compeer Wealth Tech conference 2015 that 85% of wealth and investment management firms either use or are planning to use cloud-based services.

PWC’s Wealth Management Trend 2016 report also stated by 2020 the millennials will control over half of all investable assets and wealth managers are counting on new online and mobile offerings to attract new clients.

CEO of Wealth Dynamix Gary Linieres, comments; “The launch of WDX ONE has been timed to coincide with the FCA’s evolving guidance on the use of cloud solutions for client data, and the burgeoning demand from wealth managers to deploy sophisticated client relationship management solutions at an effective price point. This is a natural progression for Wealth Dynamix based on the insights and expertise we’ve gained from working with some of the UK’s leading institutions and deploying several thousand users of Wealth Dynamix. We are now able to offer wealth and investment managers of all sizes a standard set of tools to deal with regulatory compliance, improve operational efficiency and a comprehensive suite of advanced CRM tools that address the challenges of the digital age”.

He continues, “Firms are fighting to grow their AUM whilst dealing with increasing regulatory burdens and agile, tech savvy new competition. WDX ONE provides both regulatory compliance and opportunity for service improvement and digital expansion for ambitious investment firms looking to redefine their standards of business and take solid steps towards future growth.”

Wealth Dynamix’s CRM Solution won the ‘Best CRM 2015’ at the Goodacre awards and ‘Best Technology Provider Front Office’ at Wealth Adviser Awards 2016. Wealth Dynamix has been ranked 11th by the Sunday Times in the top 15 fastest growing UK start-ups and achieved Microsoft Gold Partnership in 2015.


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

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