Wealth management software firm Wealth Dynamix has been recognised by Microsoft as a “Business Applications ISV Connect Partner”.

Wealth Dynamix is already a Microsoft Gold partner, but the new accolade will unlock new technical, marketing, and sales resources for Wealth Dynamix around the world.

Wealth Dynamix has created a client lifecycle management (CLM) solution 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 ...