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 KYP in wealth management?
KYP, also known as know your prospect is a mandatory process put in place to ensure that the identification and verification of a client’s identity occurs, prior to opening an account.
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Wealth Dynamix is a global Client Lifecycle Management technology provider for the wealth and asset management industries.