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.  

The certification is an important milestone in the company’s ten-year history, confirming Wealth Dynamix meets or exceeds international standards for the security of its information security management system (ISMS). The accreditation comprised an assessment of the company and its digital end-to-end wealth management platforms, reassuring clients, partners, suppliers and end users that key controls are monitored, and upheld, essential and confidential data is rigorously protected.  

“Wealth Dynamix are thrilled to have achieved certification to ISO 27001 – the international standard for information security. This follows an intensive audit conducted by UKAS-accredited Certification Body (British Assessment Bureau) 

“The Auditor commented that ISMS was well deployed across the company, with good levels of engagement and understanding of requirements demonstrated by our staff. We now enter a continual audit programme to maintain and improve our information security posture,” said Natalie Levine, COO of Wealth Dynamix.  

ISO 27001  

ISO 27001 is part of a globally recognised framework for information security management. Providing an international standard for the specification of an ISMS spanning people, processes and technology, the certification is designed to safeguard against both external attacks and internal security breaches. Aiding firms in managing risks, remaining compliant and protecting the confidentiality, integrity and availability of their information and data, the certification serves as a global benchmark and promotes continual improvement. 

Share

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

READ OUR INSIGHTS

It’s a Hat-trick for Wealth Dynamix at the WealthBriefing Awards!

31 March 2023

It’s a Hat-trick for Wealth Dynamix at the WealthBriefing Awards!

Wealth Dynamix picks up a third award in this year’s WealthBriefing Awards and is crowned Best CRM at the Eleventh Annual WealthBriefing European Awards 2023.

2 min. read

Wealth Dynamix appoints new Chief Strategy Officer

3 March 2023

Wealth Dynamix appoints new Chief Strategy Officer

Robert Roome has 20 years of experience in the Wealth Management (WM) and Private Banking Industries, within technology, wealth management and management consulting firms.

3 min. read

Wealth Dynamix Awarded Best CLM Solution at the 2nd Annual WealthBriefing WealthTech Americas Awards 2023

23 February 2023

Wealth Dynamix Awarded Best CLM Solution at the 2nd Annual WealthBriefing WealthTech Americas Awards 2023

Leading wealth management industry participant, Wealth Dynamix, has joined the ranks of an elite global group who have been handed the honour of winning a WealthBriefing Award.

2 min. read

Sign up to our Newsletter

NEW - eBook: How Hybrid Servicing Can Transform Your Wealth Management Firm

At Wealth Dynamix, we believe a hybrid client servicing model offers the optimal solution – it is efficient, effective, and can support compliance.  

GET THE BROCHURE
Client Onboarding