Wealth Dynamix Competitors, Revenue, Alternatives and Pricing
Estimated Revenue & Financials
- Wealth Dynamix's estimated annual revenue is currently $15.7M per year.
- Wealth Dynamix's estimated revenue per employee is $145,000
- Wealth Dynamix has 108 Employees.
- Wealth Dynamix grew their employee count by 29% last year.
- Wealth Dynamix currently has 1 job openings.
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What Is Wealth Dynamix?
Wealth Dynamix is a multi-award winning financial technology provider, underpinned by deep domain expertise. We specialize in the provision of cutting edge Client Lifecycle Management to the world's leading private banks and wealth management firms. Our solution addresses the key industry challenges presented by the complex requirements of Client Lifecycle Management and the orchestration of key activities. These include client acquisition, onboarding, regulatory compliance, relationship management, client servicing, business intelligence and digital portals (client and advisor). Leveraging Microsoft's industry leading Dynamics 365 platform, our solution helps clients effect strategic digital transformation programs, assists them in better managing and servicing their clients as well as satisfying evolving regulatory requirements. Key features: - Client Acquisition - Digital Onboarding - CRM - Business Intelligence - Digital Engagementkeywords:N/A
Number of Employees
Employee Growth %
Wealth Dynamix News
Hubbis assemble an impressive array of private banking, wealth and ... Jersey Finance, Leonteq Securities, Wealth Dynamix, ERI Banking ...
Wealth Dynamix has launched a new version of its Client Lifecycle Management solution, WDX1 in response to a demanding regulatory ...
Wealth Dynamix (WDX) is only just over seven years old, but since its creation in London in 2012 has been helping banks and wealth ...
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Wealth Dynamix Executive Hires
|2018-10-18||Kevin Jennings||support the North American expansion||Article|