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Our partners

Partnering with Wealth Dynamix

Wealth Dynamix partners with the best in the industry to deliver the most innovative Client Lifecycle Management solutions to our clients.

Our solutions are designed to address the challenges faced by wealth management and private banking firms in executing their digital transformation strategy. We leverage our deep domain experience, leading consultancies, and a global network of clients to deliver solutions that are:

  • Innovative: We are constantly innovating and looking for new ways to use technology to improve the client experience.
  • Effective: Our solutions are designed to help firms grow their business, streamline their operations, and stay compliant.
  • Scalable: Our solutions can be scaled to meet the needs of firms of all sizes.

If you are a wealth management firm that is looking for a CLM solution that can help you achieve your business goals, then Wealth Dynamix is the partner for you. We have the experience, the expertise, and the partnerships to deliver the most innovative CLM solutions on the market.

Wealth Dynamix Technology Partners

Technology partners

Working hand in hand with best-in-class and complementary technology providers, we drive greater value for clients by solving business challenges that extend beyond client lifecycle management.

Integration partners

At Wealth Dynamix, we understand our solutions usually exist within a complex wider technology landscape, often including a variety of proprietary solutions. In such situations, our network of specialist integration partners can help to facilitate easy connectivity to a wide range of in-house systems and processes, ensuring seamless automated data exchange and maximised operational efficiency.  

Wealth Dynamix Integration Partners
Wealth Dynamix Consultancy Partners

Consultancy partners

Joining forces with leading consultancies allows us to help match our solution to the client’s needs more easily, as well as helping to ensure that we are always first to hear of new or evolving industry needs and trends.

 These relationships also empower clients to incorporate industry-leading client lifecycle management solutions into broader business change management projects.

If you would like to know more about how we work with consultancies, please get in touch.

Our partners

Temenos’ mission is to power a world of banking that creates opportunities for everyone. Its passion for making banking better drives them to be the banking platform for all kinds of players in the industry – for large and small banks, for non-banks and FinTechs, for partners and developers, for everyone. Their ambition is to be Everyone’s Banking Platform.

The Unblu Conversational Engagement Platform empowers wealth managers and advisors to deliver a human-driven advisory experience over convenient digital channels. Centred around three functional pillars of text-based conversation, video & voice communication, and visual collaboration, the Unblu platform has been proven to increase the client access to advisory services and make interactions more meaningful.

Founded in 1975 by Bill Gates and Paul Allen, Microsoft is one of the largest and most valuable technology companies in the world. It has a diverse product lineup that caters to both consumers and businesses, and its products are used by billions of people worldwide. Microsoft is a pioneer in innovation, and its technologies have helped to shape the modern world.

REGDATA, based in Geneva, Switzerland, is a leading software company that specialises in providing robust and comprehensive data protection solutions.
REGDATA is the preferred partner to help organisations secure sensitive data, protect against risks linked to data breaches, and maintain compliance with industry regulations and privacy standards (New CH-LPD, EU-GDPR, FINMA, ECB…).

More than a million customers trust DocuSign with their critical and essential agreements. DocuSign helps organisations connect and automate how they navigate their systems of agreement. As part of its industry leading product lineup, DocuSign offers eSignature, the world’s #1 way to sign electronically on practically any device, from almost anywhere, at any time.

A Global WealthTech100 company for five consecutive years, Ortec Finance helps wealth managers, banks and IFA’s move from a product approach to client-centric advice. Its OPAL solution seamlessly optimizes clients’ investment portfolios aligned with their individual financial goals, risk and sustainability preferences and ensuring regulatory compliance throughout the advisory process.

Flanks serves as a worldwide orchestrator of wealth data, enhancing operational efficiency through digital automation and scalable connections between Wealth Dynamix and custodian entities in a secure, easy, and quick way. Financial advisors and investors can establish connections with any global entity, enabling them to consolidate their financial data and positions.

Neuroprofiler helps financial advisors better assess the risk profile of their clients for business and regulatory purposes by providing online, MiFID II – compliant and gamified questionnaires based on behavioural finance. Based across Europe, we have delivered several accelerator programmes such as Kickstart and Fintech Fusion (Switzerland), BNP Paribas WAI (France), Unbank Ventures (US), Super Charger (Malaysia).

Synpulse is an international management consulting and technology company, and valued partner of many of the world’s largest financial services providers.

Nitro is a global document productivity SaaS company accelerating digital transformation in a world that demands the ability to work from anywhere, anytime, on any device. As a global player in the eSign and workflow productivity market, Nitro enables organisations to drive better business outcomes through 100% digital document processes and fast, efficient workflows.

The Hokus Platform is an innovative wealthtech, a reference, designed specifically for the wealth management industry. Our mission is to make private bankers’ lives easier. We offer a unique digital solution in SaaS mode that standardises and centralises the management of life insurance contracts for wealth management players in open architecture.

Oliver Wyman is a global leader in management consulting. With offices in over 70 cities across 30 countries, we combine deep industry knowledge with specialised expertise in strategy, operations, risk management, and organisation transformation. Globally, 6,000 professionals work with clients to optimise their business, improve operations and risk profile, and accelerate organisational performance to seize the most attractive opportunities.

Assured Thought provides tailored Quality Engineering solutions for financial services firms. Our experts collaborate with you to identify and address specific QE and software testing needs, delivering the optimal solution for your desired results. Unlock the full potential of your systems, processes and data.

LSEG is one of the world’s leading providers of financial markets infrastructure and delivers financial data, analytics, news and index products to over 40,000 customers in 190 countries. We help organisations fund innovation, manage risk and create jobs by partnering at every point in the trade lifecycle: from informing their pre-trade decisions and executing trades to raising capital, clearing and optimisation. 

At Experlogix we make it easy to buy from you. Our products seamlessly integrate with ERP, CRM and other data sources to simplify complex processes. Use Configure-Price-Quote (CPQ) to empower your sales teams, Digital Commerce to create frictionless B2B online experiences and Document Automation to effortlessly power documents and processes.

Founded in 2010, ClickDimensions is the solution for SMBs that unifies all your sales and marketing efforts and gives you more control over every lead, with more than 3,000 customers around the globe and a partner network that spans 76 countries today.

Founded in 2014 with the express aim of delivering risk and suitability tools better suited to the needs of 21st century financial services. The multi-award winning BRS, widely praised for its innovative use of gamification and behavioural insights, is unique in being able to visualise a consumers propensity to diverge from their stable risk appetite. 

LuxTrust is an eIDAS qualified Trust Service Provider published on the EU Trusted List and a Certification Authority. For more than 17 years, LuxTrust has provided comprehensive, tailor-made digital solutions to digitalise processes and improve overall performance.  LuxTrust offers a wide range of trust services based on compliance, security and UX.

Founded in 2008, Voyant is a top provider of collaborative financial planning and wealth management software for over 2,500 firms including many of the world’s largest and most prestigious banks, private banks and wealth managers. Our product suite illuminates the path to financial wellness through personalized client experiences and a customized, holistic advice approach.

SmartSearch is a leading UK provider of anti-money-laundering software. It is the only organisation in the UK with triple bureau capabilities, with the ability to verify individuals and companies in the UK and internationally all in a single platform via a browser or API, with full Sanction, PEP and adverse media screening, and then ongoing monitoring.

Loqate leads the way in global location data. Delivering a rich ecosystem of capabilities – from capturing and verifying addresses to geolocation, postal certifications, location insights and a suite of complementary services including email and phone validation. We enable you to have the highest possible confidence in your location data and better engage with your customers.

Alpha is the leading management consultancy to the wealth & asset management and private banking industries globally, with 900+ consultants across all the major financial centres.  Alpha has supported 80+ firms with CLM advice and solutions working with all the leading client management software and data providers.

Founded in 2009, jemmic is a Luxembourg-based fintech company that provides IT software services mainly over 80 banks and financial institutions by developing secure web and mobile applications including identity access management, web application firewalls, secure instant messaging, authentication, electronic signatures and custom-built secure web and mobile applications.

Azqore was established as CA-PBS in 1992 in the heart of private banking in Switzerland. Today it is an expert digital transformation partner for tomorrow’s wealth managers – with a single purpose: to build partnerships with tomorrow’s Private Bankers and Wealth Managers, helping them adapt and develop in a fast-changing world.

Glia redefines how businesses interact with customers. The Glia Interaction Platform unifies Digital Customer Service (DCS), traditional call center, and automation with a ChannelLess™ Architecture, empowering businesses to create the ideal mix of interactions and adapt on demand. The ability to easily shift volume between channels drives revenue, efficiency, and loyalty.

Dotdigital is a customer experience and data platform that helps digital marketers and developers deliver personalised, engaging experiences across the customer journey. We harness the power of data across all channels to power engagement, conversion, and loyalty for brands as they grow and scale.

DreamQuark develops advanced artificial intelligence based solutions centred around explainability and ethics for the financial services, in particular to improve AML compliance or help clients better plan their wealth. DreamQuark works with large insurance companies, banks and software providers in Europe.

Apiax is a technology company that builds the compliance infrastructure for the digital world. Businesses of every size, from FinTechs to globally operating banks, use our products to bring compliance into their applications and operational processes. Their ‘Embedded Compliance’ replaces manual compliance processes which can be seamlessly integrated into CRM systems.

and more...

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