Wealth Dynamix provides Client Lifecycle Management (CLM) solutions for the world’s top private banks, wealth and asset management firms. Leveraging Microsoft’s Dynamics 365 platform, WDX1 addresses the complex requirements of client acquisition, client engagement, digital onboarding, regulatory compliance, relationship management, client servicing and business intelligence.
Team Members
Lucy Heavens
Marketing Director
Antony Bream
MD - UK, Northern Europe & Americas
Gary Linieres
CEO and Co-founder
