Wealth Dynamix Recognised for Innovative Client Lifecycle Management Solution

Singapore/Hong Kong, 14 November 2019 – Wealth Dynamix has been recognised as ‘One to Watch’ for its Client Lifecycle Management solution in the 2nd Regulation Asia Awards for Excellence 2019 at a ceremony in Singapore on 13 November 2019.  

The ‘One to Watch’ designation recognises firms for pioneering innovative technologies that solve some of the industry’s biggest regulatory challenges, but are either in an early stage of industry adoption in Asia or have a relatively new product or solution.

The judging panel recognised Wealth Dynamix for an end-to-end digital client lifecycle management solution that transforms wealth management. The solution provides a single integrated 360-degree view of client information across multiple business lines, centralising client relationships, products, communications and activities, with a focus on streamlined and compliance driven workflows.

The solution also features an AML risk scoring engine to highlight client risk, a rules engine that continuously monitors the applicability and suitability of advice, and the use of artificial intelligence to generate insights and suggestions to guide advisers in client engagement.

The Wealth Dynamix client lifecycle management platform been adopted by over 30 institutional clients globally and has been named as Microsoft’s preferred partner for managing wealth management clients. The company opened a Singapore office in late 2018 in a bid to expand its Asia operations.