Wealth Dynamix is a privately held company owned by senior management. It was formed in 2012 by experienced technology and financial industry experts who recognised the need for a focused Client Lifecycle Management (CLM) solution specifically for private banks and wealth and investment managers. Wealth Dynamix is underpinned by deep domain expertise and provides cutting edge CLM solutions to the world’s leading private banks and wealth management firms. Our solution, WDX1, is a multi-award winning, fully integrated, end-to-end CLM platform that addresses the complex requirements of client acquisition and engagement, digital onboarding, regulatory compliance, relationship management, and ongoing client servicing.

 

Web: www.wealth-dynamix.com