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 client onboarding?
Client onboarding is the process of welcoming a new client into an organisation. It involves gathering and verifying client information, completing necessary documentation, and establishing a relationship with the client.
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Wealth Dynamix is a global Client Lifecycle Management technology provider for the wealth and asset management industries.