Wealth Dynamix

HQ Address

141-145 Curtain Road, London, EC2A 3AR, United Kingdom

Website Address

www.wealth-dynamix.com

Ownership Type

Private

Connect with Wealth Dynamix
Business introduction

The difference is (h)ours

Save time and increase your producitivity with our innovative client lifecycle management solution

Wealth Dynamix is a client lifecycle management technology company providing market leading solutions for the world’s top private banks, wealth and asset management firms. 

Our multi-award-winning, fully integrated, end-to-end digital client lifecycle management (CLM) solution, WDX1, addresses the complex requirements of client acquisition, client engagement, digital onboarding, regulatory compliance, relationship management, client servicing and business intelligence, helping firms deliver strategic digital transformation programs.  

WDX1 comprises of 3 modules that work great on their own and even better together:   

  • WDX Engage helps firms achieve asset and revenue targets by engaging the key stakeholders involved in growing business.   
  • WDX Onboard streamlines time consuming processes with a ‘capture once, use many’ design which can minimize onboarding times and administrative costs.   
  • WDX Manage reduces administrative tasks and enables advisors to manage relationships from a single location as well as providing a 360° view of all clients, contacts, accounts and households.  

These modules streamline time consuming administrative processes, which in turn increase advisor productivity and drive overall company efficiency, stronger compliance and business growth. 

Leveraging Microsoft’s industry leading Dynamics 365 platform, WDX1 delivers benefits throughout the whole client lifecycle and transforms the way firms manage client wealth and deliver client excellence.  

Wealth Dynamix is an owner managed firm that was formed in January 2012 by 3 experienced technology and financial industry experts. The company has offices and clients around the world, from North America to UK, Europe, Switzerland and Singapore. 

Introducing the new Wealth Dynamix

Business Process Management & Outsourcing, Client Engagement & Management

23/05/2019

Our industry has been violently shaken up in the last few years; with tougher regulations, a new generation of more demanding clients and increasingly complex digital challenges. Our new and......

Take back control of your time with WDX1!

Client Engagement & Management, Client Marketing & Prospecting

04/06/2019

Business Overview

Wealth Dynamix is a client lifecycle management technology company providing market leading solutions for the world’s top private banks, wealth and asset management firms. 

Our multi-award-winning, fully integrated, end-to-end digital client lifecycle management (CLM) solution, WDX1, addresses the complex requirements of client acquisition, client engagement, digital onboarding, regulatory compliance, relationship management, client servicing and business intelligence, helping firms deliver strategic digital transformation programs.  

Leveraging Microsoft’s industry leading Dynamics 365 platform, WDX1 delivers benefits throughout the whole client lifecycle and transforms the way firms manage client wealth and deliver client excellence.  

Wealth Dynamix have a global presence with offices across UK, Switzerland, Lithuania, USA and Singapore.

Customers

Some of our customers include: 

Partners

Key Data

Year founded
2012
employees
101-250
wealth management employees
101-250
clients
21-50
offices
7
Office Regional Presence
Type of Clients
  • Bank & trust
  • Broker-Dealer
  • Global Private Bank
  • Investment fund manager
  • Local Private Bank
  • Multi-Family Office
  • Private Client Investment Manager
  • Regional Private Bank
  • Registered Investment Advisor
  • Single Family Office
  • Universal bank wealth manager
  • View Others View Less
Client Regional Presence
Leading client geographies

Wealth Dynamix Solutions

WDX1

The multi-award-winning, fully integrated, end to end digital CLM solution, WDX1, addresses the key industry challenges presented by the complex requirements of client lifecycle management and the orchestration of key activities. These include client acquisition, client engagement, digital onboarding, regulatory compliance, relationship management, client servicing and business intelligence. WDX1 comprises 3......

business needs
Client type
client geography presence
view solution

WDX Engage

WDX Engage helps firms achieve asset and revenue targets by engaging the key stakeholders involved in growing income.  Deliver on your business growth targets with our innovative solutions for increasing prospect conversion, stimulating existing clients and engaging your advisor force. Tailor conversations and recommendations with the powerful insights of our AI Persona......

business needs
view solution

WDX Manage

WDX Manage reduces administrative tasks and enables advisors to manage relationships from a single location as well as providing a 360º view of all clients, contacts, accounts and households. Build and maintain insightful and responsive client relationships with a comprehensive view of your clients, whilst maintaining compliance standards and helping to......

business needs
view solution

WDX Onboard

WDX Onboard streamlines time consuming processes with a ‘capture once, use many’ design which can minimize onboarding times and administrative costs.  Provide a frictionless onboarding experience for your prospective clients. This will streamline workflows across departments to significantly reduce onboarding times and administrative costs. Stimulate clients whilst building an unbiased persona with......

business needs
view solution

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