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Wealth Dynamix becomes Microsoft ISV Connect Partner


Wealth Dynamix, a specialist in Client Lifecycle Management (CLM) solutions, has been recognised as a Business Applications ISV Connect Partner with Microsoft and is offering a purpose-built solution for the wealth management industry.Becoming a Microsoft ISV Connect Partner unlocks technical, marketing and sales enablement resources for Wealth Dynamix globally, to enhance the development and promotion of Client Lifecycle Management (CLM) solutions built on the Microsoft Dynamics 365 platform and enhanced by other Microsoft technologies such as Teams, LinkedIn and Azure AI services including Azure Machine Learning.

“The wealth management industry is witnessing the biggest generational transfer of wealth in history and a new wave of tech-savvy investors who expect a superb user experience. This is putting increasing pressure on wealth managers to find new clients, managing existing ones and meet compliance requirements more effectively,” says Wealth Dynamix CEO, Gary Linieres.

“Combine the power of Microsoft technology with the specific market expertise of Wealth Dynamix, and you have the perfect solution to address the regulatory and digital challenges of today’s wealth management industry. With this latest step in our journey we will continue to leverage Microsoft’s vast investment into areas like security, regulatory compliance, cloud and AI, which in turn, will cement our technical leadership and unlock a range of benefits to support GTM strategies in our target regions.”

Wealth Dynamix says this extra ISV support will help the firm to redouble its global expansion efforts and deliver strategic digital transformation programs for even more of the world’s top private banks, and wealth and asset management firms.

“Our new Business Applications ISV Connect Program brings together platform and program benefits created especially to support the success of these partners,” says Patrice Amann, Financial Services Industry Lead, EMEA, Microsoft.

“The Wealth Dynamix solution enables wealth managers to better serve their clients by streamlining time-consuming administrative processes and driving advisor productivity, stronger compliance and business growth.”

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