Pulse Software partners with Wealth Dynamix

Pulse and Wealth Dynamix have announced a joint venture to allow Pulse to enhance its offering to clients through a powerful CRM solution.

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Pulse and Wealth Dynamix have announced a joint venture to allow Pulse to enhance its offering to clients through the introduction of a powerful CRM solution.

Paul Mepham, Sales Director at Pulse comments, “Uniquely for Pulse we have partnered with a third party to provide a strategically important new product. Having recognised the need to offer a CRM capability to clients and having evaluated, in considerable detail, the option of ‘self-build’ we realised that this was an area where BOTH comprehensive domain AND Microsoft® Dynamics expertise is required.

There is no shortage of Microsoft® Dynamics experts available, but finding people with the knowledge and experience to successfully apply that to the wealth management industry is a totally different proposition. A significant percentage of CRM projects fail (at significant cost) as a result of having one set of skills or the other but not both. There is no doubt that the impressive track record of the team at Wealth Dynamix means that we have selected the best possible partner.”

Man's reflection staring and working on software code
We have been working with Pulse for several months as they continue to develop their technology offering and further service their leading client base and the UK wealth management sector in general. The addition of a wealth specific CRM module, that is fully integrated into Pulse, has already been well received by a number of their existing clients. We look forward to developing a strong and symbiotic partnership.

Pulse has over 20 years’ experience of providing enterprise wide solutions to the wealth management sector. The company provides solutions to more than 30 investment institutions, between them managing over £100bn on the Symphony platform.
Gary Linieres
CEO at Wealth Dynamix

Wealth Dynamix (WDX) specialises in providing client relationship management and business intelligence solutions for the wealth and investment management market based on the latest Microsoft® Dynamics CRM platform. With over 20 years of experience in delivering technology for financial services, Wealth Dynamix has clients based in the UK, including leading financial institutions, wealth managers, family offices and boutique Investment Managers.

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