Investment platform Third Financial has partnered with Wealth Dynamix (WDX) as part of its campaign against fragmented technology in the wealth management and advice sector.
Third’s two-way integration with CLMi, WDX’s client lifecycle management software, means the two platforms can work together as a single system, in an effort to free up time for discretionary wealth managers to focus on clients.
CLMi is designed to enable access to the full Third Financial invest...
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