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
18 December 2020
How can wealth managers overcome the barriers and embrace AI technology as a part of their digital strategy?
8 min. read
18 November 2019
Wealth Dynamix discusses how AI-driven technology is being used throughout client lifecycle management around better insights into client data.
3 min. read
5 November 2019
Wealth Dynamix, a global leader in Client Lifecycle Management(CLM) solutions, has announced its seventh successive year of growth.
At Wealth Dynamix, we believe a hybrid client servicing model offers the optimal solution – it is efficient, effective, and can support compliance.