Wealth Dynamix
Insights
Explore our latest Client Lifecycle Management news, insights and thought leadership
10 February 2023
Wealth Dynamix joins global elite with WealthBriefing Swiss Award
Leading wealth management industry participant, Wealth Dynamix, has joined the ranks of an elite global group who have been handed the honour of winning a WealthBriefing Award.
2 min. read
25 October 2022
Wealth Dynamix wins ‘Best Client Lifecycle Management Solution UK 2022’ in the Wealth & Finance 2022 Fund Awards
Wealth Dynamix is proud to be awarded Best CLM Solution UK in the Wealth & Finance International 7th annual Fund Awards 2022.
2 min. read
2 June 2022
Wealth Dynamix are double winners at the 10th Annual WealthBriefing Asia Awards for the third time
We are delighted to announce that Wealth Dynamix has been awarded ‘Best CLM (Customer Lifecycle Management) Solution’ and ‘Best Digital Offering’ at the WealthBriefing Asia awards.
2 min. read
4 August 2021
Wealth Dynamix Wins ‘XCelent Functionality Award’ in New Wealth Management CRM Report
Analysts praised "the system’s ability to create a 360-degree view of the client and its workflow management capabilities"
2 min. read
21 May 2020
Wealth Dynamix Wins XCelent Overall Award in Celent Wealth Management Client Onboarding Report
Wealth Dynamix receives XCelent Overall award for outstanding performance in Celent's Wealth Management Client Onboarding Platforms ABCD Vendor View report.
2 min. read
