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 risk profiling?
Risk profiling is the process of assessing an investor’s risk tolerance and preferences to tailor investment strategies accordingly.
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Wealth Dynamix is a global Client Lifecycle Management technology provider for the wealth and asset management industries.