INTELLIGENT CLIENT LIFECYCLE
MANAGEMENT FOR PRIVATE BANKS,
WEALTH AND ASSET MANAGERS
WEALTH DYNAMIX ORCHESTRATES ALL STAGES OF THE CLIENT LIFECYCLE
Across the full client lifecycle we bring together all siloed processes, teams and departments into an interconnected, collaborative and productive whole
Cloud-based SaaS, quick-to-implement CLM sophistication
Ideal for mid-size discretionary fund and investment managers, CLMi is the platform of choice for out-of-the-box ease of use. CLMi comes pre-configured, with built-in integrations to best-in-class systems, for seamless and automated connectivity.
STREAMLINE WORKING PRACTICES. ENSURE COMPLIANCE. REVOLUTIONISE THE WAY YOU MANAGE CLIENT RELATIONSHIPS.
At Wealth Dynamix we understand you are challenged daily, logging into numerous incompatible, siloed systems to gain complete information and spending too much time on administration at the expense of client engagement.
We know this because we have sat in your chair and experienced those frustrations too.
Wealth Dynamix digitises the entire client lifecycle, from client acquisition and onboarding through to ongoing relationship management and client servicing.