James Hambro & Partners LLP the Independent Private Asset Management Partnership has selected the Wealth Dynamix CRM solution from Wealth Dynamix. Wealth Dynamix will provide James Hambro & Partners with a comprehensive client management system for automating client on-boarding, client suitability and regulatory processes for their fast growing book of business as well as providing client managers with state of the art technology for oversight, control and communication with their clients and provide the necessary infrastructure for future growth.
The wealth management firm will integrate Wealth Dynamix with its existing front and back office technologies from Pulse Software Systems to provide a completely integrated platform for Client and Investment Management. In addition they will use the Client Suitability and Document Management features of the Wealth Dynamix solution to ensure that the firm remains rigorously in line with the FCA guidelines for client management.
Andy Steel, CEO at James Hambro & Partners comments, “We needed a CRM solution built around the requirements of a UK Wealth Management firm that integrated easily with our existing technology platforms. Wealth Dynamix provided an ideal solution and will be key in supporting us as we continue to grow our business within the evolving regulatory framework of the UK financial services industry.”
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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).
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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.
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Wealth Dynamix is proud to be awarded Best CLM Solution UK in the Wealth & Finance International 7th annual Fund Awards 2022.
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