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
14 December 2016
To make services available via intermediary management and partners, there is an ongoing effort to drive business with a broader range of firms.
9 min. read
At Wealth Dynamix, we believe a hybrid client servicing model offers the optimal solution – it is efficient, effective, and can support compliance.