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Wealth Dynamix Wins XCelent Functionality Award in New Wealth Management CRM Report
LONDON, Aug. 4, 2021 /PRNewswire/
Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, today announced its selection by global research and advisory firm Celent as a winner of the XCelent Functionality Award. The award was revealed in Celent s
CRM Platforms: North America Wealth Management
report, which analysed solutions from Ebix, Equisoft, NexJ, Salesforce and Wealth Dynamix. Vendor rankings assigned in the report were based on functionality, customer base, lines of business supported, technology, implementation, pricing and support.
The judges awarded the top rank for breadth of functionality to the WDX1 platform from Wealth Dynamix following an extensive review of the platform s capabilities, including an in-depth questionnaire and demonstration. WDX1 also ranked high for Customer Relationship Management (CRM), administration and Artificial ....

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