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21 March 2018
New York, United States

Wealth Dynamix, a global client lifecycle management solution provider was last night crowned ‘Best On-boarding solution’ at the 5th Family Wealth Report Awards 2018 held at the exclusive Mandarin Oriental, New York

Wealth Dynamix, a global client lifecycle management solution provider was last night crowned ‘Best On-boarding solution’ at the 5thFamily Wealth Report Awards 2018 held at the exclusive Mandarin Oriental, New York.

Wealth Dynamix impressed the judges with its complete digital on-boarding process that sets it apart as an innovator in the industry. Wealth Dynamix was one of 8 firms to be shortlisted in the on-boarding category and was announced as joint winner alongside Appway, a previous winner in this category. The triumph is yet another milestone in the company’s drive to be recognized as one of the pre-eminent players in the competitive on-boarding space globally.

Wealth Dynamix is renowned as a market leader across Europe and helps financial services businesses meet shifting client and regulatory dynamics and has consistently pushed the boundaries of digital innovation and cloud technology on an international scale.

In Feb 2017, Wealth Dynamix launched its expansion into the US and is rapidly building a presence as a top provider in North America, with additional office locations planning to open this year.

Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognise companies, teams and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2017’.

Commenting on the firm’s triumph, Matt Yates, SVP Americas, Wealth Dynamix, said: “We are delighted to have been voted the winner of this prestigious award. It is a great honour to be recognised in these awards, and testament to the hard work that the team have put in over the last 12 months during our expansion to the States.”

“We are delighted to be working in the US” he continues. “Wealth is rapidly changing around the world and the forward-thinking firms are recognizing that clients view their wealth and investment managers on par with their other luxury providers. With the market becoming more competitive and margins squeezed harder than ever, businesses are embracing digital to vastly improve the client experience, ensure compliance and save money. Streamlined on-boarding processes and smarter ways of working have given our clients their greatest saving – time. This enables them to give the best possible advice to current clients while developing their businesses, however challenging the wider environment. We look forward to building on Wealth Dynamix’s rapid success in Europe in this exciting and opportune market”.

ClearView Financial Media’s CEO, and Publisher of Family Wealth Report, Stephen Harris, was first to extend his congratulations to all the winners. He said: “The firms who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations. These awards recognise the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in wealth management.

Wealth Dynamix was also named a finalist for 3 further awards on the night, “best compliance solution”, “best CRM solution” and “best PR and marketing campaign”.

News article details

Industry or Business Focus
Capital Markets, Wealth Management
Media Type
Press Releases
Geographic Focus
North America