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We provide wealth management firms and private banks across the globe with the ability to proactively prospect, onboard and manage the broadest range of clients. We do this via a holistic digital-first platform designed to help wealth management firms grow AuM, streamline operational processes, remain compliant and deliver innovative service. We create modular CLM solutions capable of much more than just client relationship management. Our solutions can be configured to connect clients across the entire lifecycle from the very first touchpoint, through onboarding and account opening to management and the ongoing transfer of wealth to the next generation. We work with existing technology architectures – or develop new ones – to support the broadest range of firms, from 10-person boutique investment managers and multi-family offices to global wealth managers and private banks. Our industry experts’ partner with your staff – from technology to the front office, from compliance to operations – to ensure the right fit for your business. Established in 2012, we are now part of Indosuez Wealth Management within the Crédit Agricole Group, providing us with scale and stability. We operate globally from our UK Headquarters, with offices in France, Switzerland, Singapore and Lithuania.SaaS
Overview
Company Mission
We provide wealth management firms and private banks across the globe with the ability to proactively prospect, onboard and manage the broadest range of clients. We create modular CLM solutions capable of much more than just client relationship management. We work with existing technology architectures to support a broad range of firms, from boutique investment managers to global wealth managers.Employees153
Hq LocationLondon
Company values
- Innovation
- Growth
- Compliance
- Service
Wealth Dynamix currently has 4 jobs on Remoteville
We sync with Wealth Dynamix's jobs every 6 hours, so check again soon!Recent Jobs
Remote Azure Cloud Architect, UK- Design scalable secure and cost-effective cloud architectures. Ensure that environments continue to include components and configuration that conforms to our ...
Remote Senior Cloud Architect, UK- Design scalable secure and cost-effective cloud architectures. Ensure that environments continue to include components and configuration that conforms to our ...
Remote SAAS Engineer / Architect- Fintech, UK- Design scalable, secure, and cost-effective cloud architectures. Ensure integration with customer networks and software products. Develop and maintain high-l...
Remote Senior DevOps Engineer - Fintech - , UK- Join a fast-growing team in a leading FinTech firm. Work collaboratively on Azure-based infrastructure. Develop automated CI/CD pipelines for software deploy...