30 April 2018
Wealth Dynamix (WDX), one of Europe’s leading Client Lifecycle Management solution provider was last night awarded ‘Best CRM System’ at the Weal…
News articles
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WEALTH DYNAMIX CROWNED BEST ON-BOARDING SOLUTION AT THE FAMILY WEALTH REPORT AWARDS 2018 IN NEW YORK21 March 2018
Wealth Dynamix, a global client lifecycle management solution provider was last night crowned ‘Best On-boarding solution’ at the 5thFamily Wealt…
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9 February 2018
Wealth Dynamix (WDX), one of Switzerland’s leading Client Lifecycle Management providers, was last night crowned ‘Best Compliance’, ‘Best CRM Sy…
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27 July 2015
Wealth Dynamix’s (WDX) award-winning Microsoft Dynamics based Customer Relationship Management (CRM) platform has been awarded the coveted Micro…
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14 April 2015Discretionary wealth manager Ruffer LLP with £19 billion under management, recently went live on Wealth Dynamix’s Customer Relationship Manageme…
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9 April 2015Following a strategic review of its front office operations, UK-based private client investment firm Ruffer has appointed Wealth Dynamix, or WDX…
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2 April 2015Conduct risk in wealth management: IT is part of the answer Chris Hamblin Editor in London 26 March 2015 News Analysis Drawing solely from his f…
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30 March 2015EXCLUSIVE COMMENT: WealthDynamix On Conduct Risk And Why Wealth Managers Must Not Miss An Opportunity Gary Linieres CEO - WealthDynamix 24 March…
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6 March 2015WDX, one of the Europe’s foremost CRM Solution providers, has been shortlisted for the WealthBriefing European Awards 2015 for best CRM system. …
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13 February 2015We are delighted to announce that we have been shortlisted for this fantastic award. We are up against various other companies specializing in o…
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1 February 2015On Sunday 1st February 3 WDX employees, Joe Cooper, Colin Ziepe and Steve Dewsbery joined in the Cancer Research Winter Run across central Londo…
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18 November 2014London, November 18th, 2014 - Technological and cultural change demanded by conduct risk regulations for the UK’s wealth and Investment manageme…