Wealth DynamixWealth Dynamix is a global provider of Client Lifecycle Management (CLM) software solutions for wealth management firms and private banks. Founded in 2012 and now part of Indosuez Wealth Management (Crédit Agricole Group), the company offers modular, digital-first platforms that streamline client engagement, onboarding, relationship management, and regulatory compliance. Wealth Dynamix serves clients ranging from boutique investment managers to large private banks, with offices in the UK, France, Switzerland, Singapore, and Lithuania.
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Wealth Dynamix
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CLMiA revolutionary, quick start, SaaS-based Client Lifecycle Management product utilising leading cloud technologies with embedded best practices, configurable workflows and built-in integrations to allow rapid adoption.
WDX1Highly customisable client lifecycle management platform leveraging Microsoft Dynamics, with both on-premise and cloud deployment options. Bespoke CLM has never been so attainable.