Wealth Dynamix Named a WealthTech100 Company for its Pioneering and Innovative Approach to Client Lifecycle Management

Wealth Dynamix Named a WealthTech100 Company for its Pioneering and Innovative Approach to Client Lifecycle Management

London, UK, April 28, 2020 – Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, has been ranked as one of the leading 100 WealthTech companies in the world for the second consecutive year, in a list compiled by specialist financial technology research firm, FinTech Global.

Launched in 2019, the WealthTech100 list showcases companies that are playing a pioneering role in transforming the global investment and banking industries. The 2020 list of the world’s most innovative technology solution providers for asset managers, private banks and financial advisors was selected from a highly competitive long list of 1200 firms. Wealth Dynamix was awarded its place on the WeatlhTech100 list by a panel of analysts and industry experts, in recognition of its innovative use of technology to generate cost savings and efficiency improvements within the CLM process.

WDX1 is the flagship, multi-award winning digital CLM solution from Wealth Dynamix, designed to support the complex requirements of wealth management companies from a single unified platform. Its capabilities span the entire client lifecycle, including client acquisition, client engagement, digital onboarding, regulatory compliance, relationship management and ongoing client servicing.

“Established investment firms, private banks and advisors need to be aware of the latest innovation in order to remain competitive in the current market, which is heavily focused on digital distribution and transformation initiatives,” said Richard Sachar, director of FinTech Global. “The WealthTech100 list helps them do just that and identify new business models which will have lasting impact on the industry.”

Gary Linieres, CEO and founder at Wealth Dynamix, commented: “We are delighted to appear on the WealthTech100 list for the second year running. Wealth Dynamix has worked hand in glove with wealth management firms since 2011 to drive efficiencies and substantial cost savings throughout the CLM process. In the past few months our clients have faced unprecedented challenges. It has been especially rewarding to see them managing business continuity so successfully, by providing advisors with innovative WDX1 tools that support remote working and help to maintain high levels of client service.”

For a full list of the WealthTech100 2020, visit www.WealthTech100.com.

Make possibility reality

Become an IA FinTech Member
and see where it takes you.

Login to your account