AsiaNet  84107

LONDON, May 21, 2020 /PRNewswire=KYODO JBN/ --

Wealth Dynamix[http://www.wealth-dynamix.com/], a global leader in Client

Lifecycle

Management[https://www.wealth-dynamix.com/client-lifecycle-management/] (CLM)

solutions, today announced its selection by global analyst firm Celent as

winner of the XCelent Overall award, for outstanding performance across all

categories in their Wealth Management Client Onboarding Platforms ABCD Vendor

View report. The report is an in-depth study, focusing on major trends,

technology and functionalities, and client preferences from eight major vendors.

The new XCelent Overall award is judged according to the positive work

displayed across all categories, by all participating vendors. "Wealth Dynamix

is the winner of the XCelent Overall category due to its strong performance

across each of the ABCD categories," the report stated. Its "robust client

lifecycle management system and its sophisticated AML system combines the

results of multiple KYC processes and assigns a risk score, automatically

altering the compliance workflow involved."

Celent also ranked Wealth Dynamix as the second strongest solution in the

Advanced Functionality category, scoring top marks for its AI, user interface,

integration methods, and APIs.

"Celent was happy to include Wealth Dynamix in the 2020 Wealth Management

Client Onboarding[https://www.wealth-dynamix.com/onboard/] benchmarking study,"

said Awaad Aamir, Analyst at Celent and co-author of the report. He continued,

"We felt they have a very well-balanced solution in terms of functionality and

user experience, which is why it was awarded the Overall XCelent award across

all categories."

WDX1[https://www.wealth-dynamix.com/client-lifecycle-management/] is the

flagship, multi award-winning client lifecycle management solution from Wealth

Dynamix, designed to support the complex requirements of wealth management

companies from a single unified platform. Its capabilities span the entire

client lifecycle, including client acquisition, client engagement, digital

onboarding, regulatory compliance, relationship management and ongoing client

servicing.

Gary Linieres[https://www.linkedin.com/in/garylinieres/], CEO and co-founder at

Wealth Dynamix, commented: "We are honoured to have won the highly-acclaimed

XCelent Overall award. The world of wealth management is changing, and

competition for AuM has never been greater. The evolving demographic of the

world's wealthiest individuals requires a broader outlook, and a more agile and

tech-savvy approach."

"Wealth Dynamix was borne to address the need to deliver world class,

client-centric service, throughout the client lifecycle, while maintaining a

defensible audit trail. No other solution spans the entire client journey or

empowers wealth managers to service clients efficiently and with insight. Our

sole focus on wealth management makes Wealth Dynamix the top choice for firms

wanting to achieve process efficiencies, enrich client service and ensure

compliance," he said.

Source: Wealth Dynamix