Wealth Dynamix introduces WDX ONE, a cloud-based platform for wealth and investment managers

Tim Sharp, GFH

The British provider of CRM solutions Wealth Dynamix has launched WDX ONE, a cloud-based framework for wealth and investment managers.

WDX ONE is aimed at small and medium-sized businesses, and Wealth Dynamix says it cuts implementation costs by over 60%. Groupe Financiere Hottinger (GFH), a London-based portfolio management and financial advisory service, is one of the first to sign up for the platform.

Tim Sharp, Executive Director at GFH, says the WDX ONE is a “solid, …

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