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WDX1 is a robust, adaptable Client Lifecycle Management (CLM) solution that allows wealth managers to nurture engaged and profitable client relationships, eliminate administration time, ensure compliance and cut operating costs to optimise cost-to-income ratio. Ideally suited to large private banks and the wealth and asset management divisions of global financial institutions,...
view solutionEach week we highlight a solution provider in our directory. This week it was Wealth Dynamix, a client lifecycle management technology company providing market leading solutions for private banks, wealth and asset management firms.
You can read more about the company and solution below and access their pages on TWM HERE.
