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
4 November 2020
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
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Wealth Dynamix is a global Client Lifecycle Management technology provider for the wealth and asset management industries.