Wealth Dynamix [http://www.wealth-dynamix.com/], a global leader in Client 
Lifecycle Management (CLM) solutions, has announced year-end performance 
results that indicate strong growth during the twelve months to September 30, 
2020. Wealth Dynamix has worked with new and existing wealth management clients 
to deliver the critical capabilities required to support remote working and 
business continuity. Most notably, clients are benefiting from a true 
360-degree client view, actionable and intelligent automation and best practice 
workflows that eliminate manual tasks and boost productivity, and mobile-ready 
client and advisor-facing tools that increase usability and access.

Since October 2019, Wealth Dynamix has expanded European operations, opened a 
new office in Paris to further support private banks, wealth and investment 
management firms in France and Switzerland, and acquired a number of 
significant global clients including a major global bank headquartered in 
Singapore and large European private bank headquartered in France. 

In the UK several of the leading wealth managers and private banks including 
Charles Stanley, Ruffer, Quilter and Rothschild & Co completed major projects 
to upgrade to the latest version of the Wealth Dynamix CLM solution.

Many Wealth Dynamix clients accelerated digitisation projects throughout the 
second half of the year, spurred by the requirement to manage client 
relationships seamlessly from any location, sustain high levels of client 
interaction via digital channels, increase the speed and agility of onboarding 
and ensure ongoing compliance. In doing so there has been increased demand to 
deploy and upgrade to the newest version of the firm's WDX1 solution and to 
leverage cloud-based services more effectively.

WDX1 [https://www.wealth-dynamix.com/client-lifecycle-management/] 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. 

Gary Linieres [https://www.linkedin.com/in/garylinieres], CEO and Co-founder at 
Wealth Dynamix, said: "This has been a year of two halves in which firms 
focused initially on digitisation to optimise operational efficiency and 
improve cost-income ratios, then quickly switched focus to ensuring they could 
continue to serve staff and clients effectively whilst remote working. 
Technology has never played a more vital role in enabling business continuity 
and empowering advisors and the success of Wealth Dynamix through this trying 
period is testament to our many years of wealth management domain expertise and 
the flexibility of our solutions."

"Moving into 2021," Linieres continues, "wealth managers will need to provide 
all internal stakeholders with an integrated view of client journeys, so they 
can make proactive and intelligent recommendations that match client 
requirements. They will need to build agility into their technology platforms, 
so they can adapt to change quickly without interrupting service quality. And 
there will be a permanent shift in the way people do business, requiring fully 
effective and secure digital communications, while all the time meeting 
regulatory obligations."

Source: Wealth Dynamix