Wealth Dynamix crowned best wealth management CRM solution for third year

Wealth Dynamix and our WDX1 product has been crowned best wealth management CRM Solution for the 3rd year running at the Goodacre Awards

Share

Wealth Dynamix wins Systems In The City Awards

Leading suppliers of services and systems for the regulated investment sector were confirmed at the annual Systems in The City Awards presentation which took place at Merchant Taylors’ Hall, London, UK.

Wealth Dynamix are proud to announce winning the ‘Best CRM Solution’ 2018 for the 3rd year. The company were awarded for their ‘expertise and excellence in delivering CRM solutions’.

Commenting on the firm’s achievement, Gary Linieres, CEO of Wealth Dynamix said: “We are absolutely delighted to have been awarded this year’s Best CRM Solution by so many industry experts. Everyone at Wealth Dynamix has worked extremely hard to ensure we provide the best technology and expertise for our clients and it is great to see the team’s hard work being recognised.”

Stephen Pinner, Managing Director of Goodacre UK, who hosted the awards ceremony said: “These Awards are now the benchmark for firms considering alternative services and systems, not least as it is the users themselves who have offered direct feedback on all SITC FinTech nominees. The majority of providers work hard in the background to support their customers and I am especially pleased with the number of individuals who were nominated this year by the user firms. The work carried out by system providers is often overlooked and considering the major changes needed to keep systems compliant and fit for purpose, all nominees fully deserve to be recognised in this way.”.

To view list of all the winners click here

LATEST INSIGHTS

Client lifecycle management: a new driver of performance in wealth management

1 October 2026

Client lifecycle management: a new driver of performance in wealth management

Faced with increasingly demanding clients and an ever more complex regulatory environment, wealth management professionals are being forced to rethink how they operate. Since 2012, Wealth Dynamix has been digitising the client journey through its client lifecycle management platform, restoring the central role of advice.

5 min. read

How perpetual KYC supports a proactive compliance framework

29 July 2026

How perpetual KYC supports a proactive compliance framework

As AI reshapes compliance, perpetual KYC is transforming client lifecycle management. Robert Roome explores how continuous, AI-powered KYC can improve data quality, reduce manual effort, and help firms build a more proactive, auditable compliance framework.

5 min. read

The future of onboarding: Embracing a holistic client lifecycle management approach

19 June 2026

The future of onboarding: Embracing a holistic client lifecycle management approach

Discover how a holistic Client Lifecycle Management (CLM) approach transforms onboarding in wealth management—boosting efficiency, ensuring compliance, and elevating the client experience through integrated, digital-first solutions.

5 min. read

Sign up to our Newsletter

Would you like to visit our French website?

GET THE BROCHURE
Client Onboarding