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 February 2021
Jamie Forrester, Associate Director at Alpha FMC joins us to discuss current technology trends in wealth management.
3 min. read
12 January 2021
Understand the digital transformation and innovation landscape in wealth management and what this means for the future role of relationship managers.
22 December 2020
How can RegTech help wealth managers stay compliant no matter where they are selling their services?
At Wealth Dynamix, we believe a hybrid client servicing model offers the optimal solution – it is efficient, effective, and can support compliance.