Wealth Dynamix Investments

A specialist Client Management application for private client wealth managers based

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WDX specialises in providing client lifecycle management and business intelligence solutions for the wealth and investment management market and offers consulting services and products based on the Microsoft Dynamics platform. WDX’s solutions are designed to address the industry challenges around conduct risk and increased demand for levels of relationship management, mobile and digital capabilities.

March 4, 2019, 2:14 p.m. Fintastico Team
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