PR88536

LONDON, March 17, 2021 /PRNewswire=KYODO JBN/ --

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

lifecycle management (CLM) solutions, has been given unique recognition in

Aperture's inaugural Market Map for its WDX1 solution. Wealth Dynamix has been

named as an 'Enabler' following assessment of WDX1

[https://www.wealth-dynamix.com/wdx1-suite/], which continues to transform

client lifecycle management in an industry that depends on deep and impactful

relationships.

The Swiss headquartered strategy consultancy has launched the Market Map

[https://aperture.co/the-market-map/] to challenge some of the longer-standing

indices. The firm states that its evaluation methodology befits the fast-moving

digital age by considering not only technology and business model innovation,

but the critical role innovators play in giving firms in the nuanced wealth

sector market advantage. Unlike Gartner's more established Magic Quadrant which

commends firms plotted in the coveted 'top right corner,' the Market Map

recognises the fundamental roles digital specialists play in advancing wealth

and investment managers with varying propositions and service channels.

Aperture deems an 'Enabler' as a system with the capacity to "help wealth

managers to augment their proposition without the constraints of their existing

technology and business model." This is essential in the wealth marketplace,

where legacy systems are considered one of the greatest obstacles in

implementing a digital strategy and continue to be used in a large proportion

of firms.

One of just two 'Enablers' within the Market Map, Wealth Dynamix scored most

highly on technology and digital enablement. The report states, "There is much

to like about the Wealth Dynamix solution," and calls out WDX1's provision of

empowering information and tools that help relationship managers better manage

their clients.

Gary Linieres [https://www.linkedin.com/in/garylinieres/], CEO and Co-Founder

of Wealth Dynamix, says, "We are delighted to have been included in the first

ever Market Map and to have been recognised for our very distinct role in

advancing the specialist wealth sector. The world of wealth is changing fast,

from the drivers that underpin wealth generation to the way in which clients

choose to engage with their wealth managers. Firms have been further challenged

of late with managing clients across their channels of choice which adds to the

importance of effective lifecycle management and the complexities of the

end-to-end client relationship. Our high scores for leveraging technology and

our clients' existing business models reflect the flexibility of our bespoke

solutions and the extensive sector expertise that we bring to the table."

Photo - https://mma.prnewswire.com/media/1457511/Wealth_Dynamix.jpg

Source: Wealth Dynamix