Wealth Dynamix


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Wealth Dynamix launches CLM solution: WDX1

26 April 2016

Wealth Dynamix launches CLM solution: WDX1

Wealth Dynamix announces the launch of WDX ONE – the first fully comprehensive and pre-configured Microsoft hosted CRM framework.

6 min. read

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NEW - eBook: How Hybrid Servicing Can Transform Your Wealth Management Firm

At Wealth Dynamix, we believe a hybrid client servicing model offers the optimal solution – it is efficient, effective, and can support compliance.  

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