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
20 June 2023
Scaling in wealth management: Why it’s important, and how digital technology can help firms achieve it.
5 min. read
22 May 2017
Wealth Dynamix was crowned ‘Best Technology provider- Front Office' at the 5th Wealthadviser Awards for the second year running.
1 min. read
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Wealth Dynamix is a global Client Lifecycle Management technology provider for the wealth and asset management industries.