Technology
Digital Digest: The Latest Tech News – Wealth Dynamix, Picard Angst MEA
The latest technology news in the wealth management sector from around the world.
Wealth Dynamix, Picard Angst MEA
Wealth
Dynamix, which provides client lifecycle management (CLM)
solutions for firms such as wealth managers, has won another
client, Picard Angst MEA, an independent financial services
provider specialising in structured products.
Picard Angst MEA, founded in Switzerland in 2003, has chosen
Wealth Dynamix’s CLM platform, CLMi, to streamline its client
onboarding process and enhance operational efficiency. The firm,
which is established in the Dubai International Financial Centre,
where it has operated since 2014, caters to institutional
investors across the region.
"We are confident that CLMi will empower them to achieve their
onboarding goals and support their continued growth in the Middle
East,” Wealth Dynamix CEO Gary Linieres (pictured) said.
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Gary Linieres