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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.
Email: connect@wealth-dynamix.com
Phone: +44 20 3725 7549
Web: https://www.wealth-dynamix.com/
products
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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.
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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.
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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.