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.
What is an accredited investor?
An accredited Investor is an individual or entity in Singapore that meets specific financial criteria and is allowed to invest in certain types of securities that may not be available to the general public.
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Wealth Dynamix is a global Client Lifecycle Management technology provider for the wealth and asset management industries.