Wealth Dynamix

Wealth Dynamix provides client lifecycle management solutions specifically designed for wealth and asset management firms, with a strong focus on client onboarding and relationship management.

Is this your company?

Email: connect@wealth-dynamix.com

Phone: +44 20 3725 7549

Web: https://www.wealth-dynamix.com/

products

• CLMi
  A cloud-based client lifecycle management solution that streamlines client onboarding with automated KYC/AML checks, digital forms, and document management. Includes relationship management tools with 360-degree client views, next-best-action recommendations, and compliance monitoring specific to fund management.
  
• WDX1
  Comprehensive client lifecycle management platform, optimized for mobile and hybrid meetings, call scheduling, meeting notes, KYC processes, and secure content sharing to enhance client engagement in fund management.
  
• WDX1
  Client lifecycle management platform tailored for wealth managers, featuring intelligent client onboarding, KYC automation, integrated CRM functionality, client servicing tools, regulatory compliance, and relationship management dashboards.