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Wealth Dynamix launches new CLM solution to boost WM productivity

Wealth Dynamix today announced it has launched a new Client Lifecycle Management (CLM) solution designed to meet the needs of mid-tier discretionary fund and investment managers. The newly launched CLMi is a cloud-based and SaaS solution, enabling cross-firm collaboration and communication, enterprise-wide data sharing and end-to-end oversight — from acquisition and onboarding through to ongoing relationship management. CLMi aims to…

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