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]