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WDX CRM Solutions for Wealth & Investment Managers

Wealth Dynamix, WDX, provides CRM Solutions for Wealth & Investment Managers. These include: Client On-Boarding, Client Suitability, Client Manager, Client Operations, Client Portfolio & Mobile.

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WDX CRM Solutions for Wealth & Investment Managers | wealth-dynamix.com Reviews
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Wealth Dynamix, WDX, provides CRM Solutions for Wealth & Investment Managers. These include: Client On-Boarding, Client Suitability, Client Manager, Client Operations, Client Portfolio & Mobile.
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1 CRM Conduct Risk Management
2 CRM Client Relationship Management
3 CRM Solutions
4 Client On-Boarding
5 Client Suitability
6 Client Manager
7 Client Operations
8 Client Portfolio & Mobile.
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WDX CRM Solutions for Wealth & Investment Managers | wealth-dynamix.com Reviews

https://wealth-dynamix.com

Wealth Dynamix, WDX, provides CRM Solutions for Wealth & Investment Managers. These include: Client On-Boarding, Client Suitability, Client Manager, Client Operations, Client Portfolio & Mobile.

INTERNAL PAGES

wealth-dynamix.com wealth-dynamix.com
1

wdx Press releases

http://www.wealth-dynamix.com/Client_Management_Application/file/pr.php

Keep Your Data Safe. Find out about the latest WDX. News, product releases, new client launches, press releases and awards we have received. See what others in the media are saying about Wealth Dynamix. Wealth Dynamix Launch WDX. 26th April 2016 -. REPORTS 115% REVENUE GROWTH. 3rd December 2015 -. Feel free to give us a call to discuss your requirements or send us an email and we’ll get back to you as quickly as possible. 44 (0) 20 3725 7549. 44 (0) 7950 899 130. Overview and White Papers. Ndash; Wealth ...

2

wdxcrm

http://www.wealth-dynamix.com/Client_Management_Application/file/wdxcrm.php

Keep Your Data Safe. ENTERPRISE is a highly configurable onboarding, client management, suitability, marketing and operations solution. Based upon Microsoft Dynamics CRM, it can be installed either within your data centre or hosted securely on Microsoft’s cloud infrastructure. Experienced FS and CRM Consultants will work closely with your business stakeholders and technology teams to adapt the solution to your needs and integrate it into your wider enterprise architecture. 44 (0) 20 3725 7549. Tool is an...

3

wdx offices

http://www.wealth-dynamix.com/Client_Management_Application/file/offices.php

Keep Your Data Safe. 141 -145 Curtain Road Shoreditch London EC2A 3AR. 44 (0) 20 3725 7549. 26 Boulevard Royal 2449 Luxembourg. 352 22 99 99 5156. Konstitucijos pr. 7. Feel free to give us a call to discuss your requirements or send us an email and we’ll get back to you as quickly as possible. 44 (0) 20 3725 7549. 44 (0) 7950 899 130. Click the button below to request a demonstration. Overview and White Papers. To download our Company Overview. White Papers enter your details. NEED A COST-EFFECTIVE,.

4

WDX upcoming events

http://www.wealth-dynamix.com/Client_Management_Application/file/events.php

Keep Your Data Safe. Meet the people behind the product at one of our many events. Below is a list of our upcoming events. More will be posted as and when theyre confirmed. We hope we get the chance to meet you at one or more of them soon. Feel free to give us a call to discuss your requirements or send us an email and we’ll get back to you as quickly as possible. 44 (0) 20 3725 7549. 44 (0) 7950 899 130. Click the button below to request a demonstration. Overview and White Papers. NEED A COST-EFFECTIVE,.

5

WDX CRM Solutions for Wealth & Investment Managers

http://www.wealth-dynamix.com/Client_Management_Application/file/team.php

Keep Your Data Safe. Our professionals are domain experts who have years of experience providing technology solutions to the wealth and investment management industries. Dedicated to meticulous project planning, excellent customer service and communication with our customers, our goal is to provide leading edge technology on a proven platform. Feel free to give us a call to discuss your requirements or send us an email and we’ll get back to you as quickly as possible. 44 (0) 20 3725 7549. Gary started hi...

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WDX CRM Solutions for Wealth & Investment Managers

To request a demonstration enter. Your details and click submit. To download White Papers enter your details and click submit. CRM Specialist Celebrates Client Implementati. Best Investment System and Service Providers. Mary Nightingale of ITV News presented awards to the best providers of systems and services to the regulated financial community at Merchant . Wins Best CRM solution! At the Goodacre Systems in the City Awards 2015 in London on 9th July 2015 WDX was awarded for Best . We use the WDX produ...

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