Wealth Dynamix Partners with REGDATA to Create an Industry First: a Fully Tokenised Client Lifecycle Management Solution in the Cloud!

London, 19.10.2023 – Wealth Dynamix today announces that they have partnered with REGDATA to create the first fully tokenised Client Lifecycle Management (CLM) solution in the cloud.

You can now safeguard your most critical data in CLMi using the REGDATA Protection Suite (RPS). This state-of-the-art data protection and privacy service empowers businesses to apply their data protection policies across their applications and infrastructure, ensuring the highest level of security and privacy with zero trust designs.

With features including proof-of-compliance reporting, it is particularly well suited for highly regulated sectors such as financial services, that have strict data security and privacy requirements.

CLMi is a revolutionary, SaaS-based CLM product utilising leading cloud technologies tailored specifically for any size of wealth management firm and private bank that wants to accelerate their CLM journey using a highly configurable SaaS solution, but with the ability to customise and build around it.

The synergy between Wealth Dynamix and REGDATA creates an industry first in wealth management and private banking, a fully tokenised CLM Solution in the cloud. This enables wealth management firms and private banks to utilise the scalability and power of the cloud, but without client identifying data ever leaving their corporate networks. Together, this proposition will enable firms to embrace the cloud in a way that was not possible until now.

In particular, the combination of CLMi and the RPS platform brings peace-of-mind to the Boards and CEOs:

  • Achieve enterprise-wide, auditable proof of the implementation of internal data governance and data protection policies for effective risk management.
  • Produce compliance reports to satisfy regulators and auditors.
  • Elevate compliance and protect your data wherever it resides by leveraging privacy by design.
  • Stay ahead of regulations such as FINMA, GDPR, and nFADP.
  • Add protection that travels with your data wherever it goes.
  • Enable the enforcement of data protection as a driver for value creation, facilitating new business models, operational consolidation, and IT modernisation.
  • Fuel digital transformation initiatives from the top with full control over confidential data in real-time, anywhere.
  • Implement an “insurance mechanism” to avoid or reduce the risk of regulatory breaches, penalties, and to protect the company’s reputation.

Nicolas Prince, CEO, REGDATA, said: “The RPS platform, integrated into Wealth Dynamix’s CLMi application, marks a significant advancement in data protection for banks. It ensures end-to-end data security, covering data in use, in transit, and at rest. It offers dynamic contextual data protection and provides real-time, auditable evidence of security and compliance.

Our collaboration with Wealth Dynamix extends our commitment to the banking community and allows CLMi customers to effortlessly harness the benefits of the RPS Platform. We’re enthusiastic about harnessing the potential of the CLM application to help us achieve our business objectives.”

Gary Linieres, CEO, Wealth Dynamix, said “We are thrilled to announce our partnership with REGDATA and the integration of the REGDATA Protection Suite into our CLMi solution. At Wealth Dynamix, we understand the critical importance of data protection and privacy, especially in highly regulated sectors like financial services. This collaboration allows us to offer our clients a robust, auditable, and comprehensive solution to address their data security and compliance needs. With the REGDATA Protection Suite, our clients can have peace-of-mind, knowing that their data is not only protected but also used as an enabler for value creation and digital transformation. This partnership exemplifies our commitment to delivering innovative solutions that empower our clients to navigate the complex landscape of data governance and privacy regulations successfully.”

About Wealth Dynamix

At Wealth Dynamix we work with wealth management firms and private banks to help create a seamless set of CLM capabilities, delivering our solutions across the whole CLM spectrum, or focusing on specific areas such as client onboarding and working with a firm’s existing architecture.  

We use intelligent technology to free staff from ‘administrative burden’, by streamlining operational processes to allow them to focus on proactively providing exceptional client experiences to a broad clientele while ensuring cost-effectiveness, compliance and scalability.  

Our solutions support the broadest range of firms, from 10-person boutique investment managers and UHNW multi-family offices to global mass affluent wealth managers and global private banks.


REGDATA, based in Geneva, Switzerland, is a leading software company that specialises in providing robust and comprehensive data protection solutions.

REGDATA is the preferred partner to help organisations secure sensitive data, protect against risks linked to data breaches, and maintain compliance with industry regulations and privacy standards (New CH-LPD, EU-GDPR, FINMA, ECB…). REGDATA also helps companies to create new business models by leveraging data.

With a strong focus on safeguarding sensitive information, our cutting-edge software offers an all-in-one & auditable solution that secures data at every stage of its lifecycle.

Using advanced protection techniques and vertical business contexts, our software ensure that sensitive data remains confidential and protected from unauthorised access or breaches.

Additionally, REGDATA offers seamless integration with existing IT application & infrastructure landscapes, making implementation and adoption hassle-free.

REGDATA has national and international customers in Switzerland and Europe, from major market sectors including Banking & Finance, Healthcare, Industry, Public Services, Insurance, BPO, Pharma, Energy…

Find out more about REGDATA here.


Wealth Dynamix
Wealth Dynamix

Wealth Dynamix Team

Wealth Dynamix delivers Client Lifecycle Management solutions to the world’s leading private banks and wealth and asset management firms.


Transforming Client Relationship and Wealth Management: Wealth Dynamix joins forces with Flanks

9 November 2023

Transforming Client Relationship and Wealth Management: Wealth Dynamix joins forces with Flanks

Wealth Dynamix and Flanks, two leading innovators in the wealth management sector, are thrilled to announce their strategic partnership aimed at transforming client engagement and financial management practices.

3 min. read

Wealth Dynamix Secures 10th award this year: Best CRM Solution at SITC Awards

27 June 2023

Wealth Dynamix Secures 10th award this year: Best CRM Solution at SITC Awards

Wealth Dynamix wins 10th industry award at SITCA 2023 for the Best CRM Solution, reinforcing innovation and excellence in the wealth management industry.

2 min. read

Wealth Dynamix beats off stiff competition for IBSi’s best CRM Provider Award

16 June 2023

Wealth Dynamix beats off stiff competition for IBSi’s best CRM Provider Award

Wealth Dynamix has beaten off nominations from 94 firms in 47 countries to be crowned Best CRM provider 2023 by IBS Intelligence.

2 min. read

Sign up to our Newsletter

Client Onboarding