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 does investment advisory mean?
Investment Advisory is the provision of personalised investment advice to clients, based on their financial goals and risk profile.
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Wealth Dynamix is a global Client Lifecycle Management technology provider for the wealth and asset management industries.