Content on this page requires a newer version of Adobe Flash Player.

Get Adobe Flash player


Wealth Dynamix

WDX, founded in 2012, offers Client Management solutions designed to address the regulatory and digital challenges of today’s wealth management industry.

WDX recognised the need for a vertically focused Client Management solution that not only acts as a Client Relationship Management solution but, equally as important to be in-line with the regulatory body, a Conduct Risk Management solution. These two elements are essential within the ever increasing competitive financial market. Ultimately, the objective is to protect the client from mis-selling and the financial institution from regulatory misconduct.

The WDX ONE client management platform helps drive long-term client satisfaction, creates future business opportunities and improves the company’s overall efficiency. Importantly it helps drive the key management information to enable senior management to carry out the necessary changes to their business.

WDX’s strategic partnerships within the industry ensures that the product is compatible with other technology providers, enabling a seamless installation and a tailor-made solution to suit individual requirements. 

WDX has a reputation of delivering projects on-time and within an agreed budget and also boasts a 100% project success rate. The team endeavour to ensure customer satisfaction, working closely with clients to guarantee a specialised service with complete support.

WDX is headquartered in London and operates across the UK, US and Europe with plans to expand further in 2018.

Sponsor Contact Details


If you have, please get in touch.

Get in touch