The latest technology news in the wealth management sector from around the world.
Wealth Dynamix, the UK-based firm focused on client lifecycle management solutions, has extended its relationship with Banco Sabadell, Miami, for a further five years.
Banco Sabadell, Miami branch, centres its banking activity in two areas: Private banking and corporate banking. It has already used WDX1 from Wealth Dynamix for five years to run lifecycle management for clients in the US.
WDX, founded in 2012, provides account processing and client services from prospecting, to onboarding and ongoing management. It has offices and clients in Switzerland, France, and Singapore. In June the firm launched its first CLM benefit calculator for wealth managers. In May it teamed up with Swiss firm Unblu, a platform specialising in the way in which clients and financial service providers can engage.