The latest technology news in the wealth management sector from around the world.
Wealth Dynamix, Unblu
Wealth Dynamix has teamed up with Swiss firm Unblu, a platform specialising in the way in which clients and financial service providers can engage.
Under the agreement, Unblu’s capabilities will be integrated into Wealth Dynamix Lifecycle Management Solutions, creating new ways of managing high net worth clients' financial affairs, with advisors being able to interact via whichever channel clients wish.
During the client prospecting, onboarding or other everyday interactions, clients can receive real-time advice through Unblu’s messaging, video, voice, and collaboration tools.
“This partnership with Unblu is perfect for us because Wealth Dynamix makes available to advisors, all the information about a particular client, and Unblu provides the necessary communication and collaboration tools to have a secured and real-time digital relationship between client and advisor,” Gary Linieres, chief executive and co-founder of Wealth Dynamix, said.
WealthDynamix, based in the UK, was founded in 2012. It has offices and clients in Switzerland, France, and Singapore. As for Unblu, the Basel-based firm concentrates on digital customer engagement and was founded in 2008.
For another example of Wealth Dynamix's business activities, see here.