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Wealth Dynamix

Wealth Dynamix Launches Cloud-based Client Lifecycle Management SaaS Solution for Wealth Management Firms

Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, has extended its award-winning product suite with the launch of CLMi. Designed specifically to meet the requirements and budgets of mid-tier discretionary fund and investment managers CLMi helps relationship managers to prioritise daily work, meet regulatory obligations through industry tested business processes, and facilitate focus on profitable outcomes for clients and AuM growth for the firm. Marketing Technology News: Elastic and…