Wealth Dynamix Wins ‘XCelent Functionality Award’ in New Wealth Management CRM Report
Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, today announced its selection by global research and advisory firm Celent as a winner of the XCelent Functionality Award. The award was revealed in Celent’s CRM Platforms: North America Wealth Managementreport, which analysed solutions from Ebix, Equisoft, NexJ, Salesforce and Wealth Dynamix. Vendor rankings assigned in […]