What is WealthTech?
WealthTech, short for Wealth Technology, and is a subset of Fintech. It is the application of technology in wealth management, using digital platforms, software, and data-driven tools to enhance various aspects of wealth management.
Generally, a wealth tech solution falls into one of two categories: 1, a solution that propagates the availability of wealth management services to wider social groups, and 2, solutions which harness digital to deliver traditional wealth management services more effectively.
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Wealth Dynamix is a global Client Lifecycle Management technology provider for the wealth and asset management industries.
