Wealth Dynamix
Insights
Explore our latest Client Lifecycle Management news, insights and thought leadership
18 July 2018
Wealth Dynamix named double winners at the Goodacre Systems in the City Awards
Leading service and system suppliers were announced at the Systems in the City Fintech Awards during a ceremony at Merchant Taylors’ Hall last week.
3 min. read
30 April 2018
Wealth Dynamix crowned 'Best CRM System' at the Wealthbriefing European Awards
Wealth Dynamix, leading Client Lifecycle Management solution providers, was awarded ‘Best CRM System’ last night at the WealthBriefing European Awards 2018.
3 min. read
21 March 2018
Wealth Dynamix crowned 'Best Onboarding Solution' at Family Wealth Report Awards in NY
Wealth Dynamix was crowned ‘Best On-boarding solution’ at the 5th Family Wealth Report Awards 2018 held at the exclusive Mandarin Oriental, New York.
6 min. read
9 February 2018
Wealth Dynamix wins 4 awards, including ‘Best CRM’ for wealth management at the WealthBriefing Swiss Awards
Wealth Dynamix wins 4 awards, including ‘Best CRM’ for wealth management at the WealthBriefing Swiss Awards. The awards dinner was held at Geneva.
3 min. read
14 December 2017
Wealth Dynamix wins Outstanding Front-End Digital Solutions Provider at the Private Banker International Switzerland Awards
Wealth Dynamix wins Outstanding Front-End Digital Solutions Provider at the Private Banker International Swiss Awards 2017.
3 min. read
14 July 2017
Wealth Dynamix wins ‘Best CRM Solution'
Wealth Dynamix awarded the ‘Best CRM Solution’ 2017 for their ‘expertise and track record in delivering CRM and client on boarding solutions’.
3 min. read
22 May 2017
Wealth Dynamix wins Best Technology Provider 2017
Wealth Dynamix was crowned ‘Best Technology provider- Front Office' at the 5th Wealthadviser Awards for the second year running.
1 min. read
10 February 2017
WDX1 crowned Best CRM System at the WealthBriefing Swiss Awards
Wealth Dynamix, one of Switzerland’s foremost Client Management platform providers was, last night, crowned ‘Best CRM System’
3 min. read
23 November 2016
Wealth Dynamix partners with Thornbridge on award-winning CRM solution
Wealth Dynamix have partnered with FCA authorised firm, Thornbridge Investment Management LLP to ensure suitability and conduct risk guidelines.
6 min. read
