Wealth Dynamix Revenue and Competitors

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 Engagement