Wealth Dynamix
Insights
Explore our latest Client Lifecycle Management news, insights and thought leadership
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4 November 2020
Spotlight on… Ortec Finance
Learn why goal-based financial planning has become the most effective way to ensure successful outcomes for HNWIs and why technology is a vital element.
3 min. read
23 June 2020
Wealth Dynamix Partners with Ortec Finance to Add Goal Based Wealth Management Insights to a Single Client View
The integration will provide relationship managers and advisors with complete, seamless visibility of every client’s portfolio progress against pre-defined goals, from within a single, unified advisor workspace.
3 min. read
