The annual Wealth Advisor awards were held last week to recognise excellence among wealth managers and service providers in a range of categories covering the entire wealth management space.
Wealth Dynamix were proud to receive the award for Best Technology Provider (Front Office), as voted by the Wealth Advisor readers.
Gary Linieres, CEO of Wealth Dynamix comments ‘After our hard work and dedication to providing the best CRM solution for our clients, we are honoured to receive this award and will continue to strive for excellence’.
If you’d like to find out more about our award winning software, get in touch with us today on 020 3725 7549
or [email protected]
Wealth Dynamix delivers Client Lifecycle Management solutions to the world’s leading private banks and wealth and asset management firms.
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Wealth Dynamix wins 10th industry award at SITCA 2023 for the Best CRM Solution, reinforcing innovation and excellence in the wealth management industry.
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Wealth Dynamix has beaten off nominations from 94 firms in 47 countries to be crowned Best CRM provider 2023 by IBS Intelligence.
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Wealth Dynamix globally recognised as Best Platform for Client Comms & Engagement underscoring leadership in the delivery of hyper-personalised client experiences whilst delivering cost-efficiencies along the client lifecycle.
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Wealth Dynamix is a global Client Lifecycle Management technology provider for the wealth and asset management industries.