Wealth Dynamix has launched a new product it says will be the wealth management sector’s first secure, cost-effective and scalable SaaS solution for end-to-end client lifecycle management.

The product, CLMi, is designed to meet the requirements and budgets of mid-tier discretionary fund and investment managers. It is designed to help relationship managers prioritise daily work, meet regulatory obligations, and facilitate focus on profitable outcomes for clients and AUM growth for the firm.

CLMi will be a “plug-and-play” piece of software combining client relationship management capability with the “versatility a...