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.
Explore our latest Client Lifecycle Management news, insights and thought leadership
22 December 2020
How can RegTech help wealth managers stay compliant no matter where they are selling their services?
3 min. read
8 December 2020
How can wealth managers and private banks benefit from combined front to back office technologies?
Subscribe to Wealth Dynamix Newsletter to receive the best news, insights and thought leadership pieces about Client Lifecycle Management.
Wealth Dynamix is a global Client Lifecycle Management technology provider for the wealth and asset management industries.