Wealth Dynamix was last week crowned ‘Best Technology provider- Front Office’ at the Wealth Adviser Awards for the third year running. Wealth Dynamix provides an award-winning client lifecycle management solution to the wealth management community.
The seventh edition of the Wealth Adviser Awards was presented on 23 May in London. It brought together some of the leading names in the wealth management industry to celebrate the achievements of the best performing wealth managers, advisers and technology providers in 2018.
Gary Linieres commenting on the triumph “we are delighted to be recognised as the best technology provider- front office award. This is a great achievement and a testament to the hard work the team has put in!”
The votes of Wealth Adviser’s readers determine the winners of the awards. These include wealth managers, IFAs, fund managers, family offices, law firms, accounting firms and other industry professionals.
Click here to view all winners.
Wealth Dynamix delivers Client Lifecycle Management solutions to the world’s leading private banks and wealth and asset management firms.
8 June 2023
Wealth Dynamix scoops "Best Platform for Client Communication and Engagement" at the Global Private Banking Innovation Awards 2023 underscoring our ability to deliver hyper personalised client experiences whilst delivering all important cost-efficiencies a digitised client lifecycle management solution provides.
2 min. read
6 June 2023
Wealth Dynamix cements global recognition with two more WealthBriefing awards for Best CRM and Best Digital Offering in the APAC region following recent triumphs in the UK, Americas, Swiss and the European awards.
2 min. read
26 April 2023
We’re delighted to be awarded Best Front Office Solution at Asian Private Banker’s 8th Technology Awards 2022! The programme, now in its eighth year, celebrates the innovations and achievements of Asia's rapidly growing financial technology industry.
2 min. read
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Wealth Dynamix is a global Client Lifecycle Management technology provider for the wealth and asset management industries.