Modular, configurable CLM for large private banks and the wealth and asset management divisions of global financial institutions. An adaptable solution for firms using Microsoft Dynamics 365, with enterprise-scale requirements.
Cost-effective, cloud-based CLM for mid-size discretionary fund and investment managers wanting out-of-the-box ease of use. A functionally rich, fast to adopt SaaS solution requiring no bespoke customisation and minimal maintenance.
Wealth Dynamix
Explore our latest Client Lifecycle Management news, insights and thought leadership
11 August 2021
Wealth management advisors are investment management experts, not compliance administrators – and it needs to remain that way.
3 min. read
11 November 2020
Understand the common traps that wealth managers and private banks fall into with onboarding implementations and how to best avoid them.
5 min. read
5 November 2020
Watch the webinar to discover the latest industry advances and expertise that could well unlock the onboarding maze and make your implementation a success.
1 min. read
13 October 2020
Wealth Dynamix and CH&Co. join forces to deliver enterprise-scale digital transformation projects that have CLM as a core requirement.
At Wealth Dynamix, we believe a hybrid client servicing model offers the optimal solution – it is efficient, effective, and can support compliance.