Wealth Dynamix [http://www.wealth-dynamix.com/], a global leader in client 
lifecycle management (CLM) solutions, has been given unique recognition in 
Aperture's inaugural Market Map for its WDX1 solution. Wealth Dynamix has been 
named as an 'Enabler' following assessment of WDX1 
[https://www.wealth-dynamix.com/wdx1-suite/], which continues to transform 
client lifecycle management in an industry that depends on deep and impactful 
relationships. 

The Swiss headquartered strategy consultancy has launched the Market Map 
[https://aperture.co/the-market-map/] to challenge some of the longer-standing 
indices. The firm states that its evaluation methodology befits the fast-moving 
digital age by considering not only technology and business model innovation, 
but the critical role innovators play in giving firms in the nuanced wealth 
sector market advantage. Unlike Gartner's more established Magic Quadrant which 
commends firms plotted in the coveted 'top right corner,' the Market Map 
recognises the fundamental roles digital specialists play in advancing wealth 
and investment managers with varying propositions and service channels.

Aperture deems an 'Enabler' as a system with the capacity to "help wealth 
managers to augment their proposition without the constraints of their existing 
technology and business model." This is essential in the wealth marketplace, 
where legacy systems are considered one of the greatest obstacles in 
implementing a digital strategy and continue to be used in a large proportion 
of firms. 

One of just two 'Enablers' within the Market Map, Wealth Dynamix scored most 
highly on technology and digital enablement. The report states, "There is much 
to like about the Wealth Dynamix solution," and calls out WDX1's provision of 
empowering information and tools that help relationship managers better manage 
their clients. 

Gary Linieres [https://www.linkedin.com/in/garylinieres/], CEO and Co-Founder 
of Wealth Dynamix, says, "We are delighted to have been included in the first 
ever Market Map and to have been recognised for our very distinct role in 
advancing the specialist wealth sector. The world of wealth is changing fast, 
from the drivers that underpin wealth generation to the way in which clients 
choose to engage with their wealth managers. Firms have been further challenged 
of late with managing clients across their channels of choice which adds to the 
importance of effective lifecycle management and the complexities of the 
end-to-end client relationship. Our high scores for leveraging technology and 
our clients' existing business models reflect the flexibility of our bespoke 
solutions and the extensive sector expertise that we bring to the table."

Photo - https://mma.prnewswire.com/media/1457511/Wealth_Dynamix.jpg

Source: Wealth Dynamix