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Wealth Dynamix launches WDX ONE, cloud-based platform for wealth & investment managers

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UK-based CRM solutions provider Wealth Dynamix has launched WDX ONE, a cloud-based framework for wealth and investment managers. WDX ONE is targeted at small to mid-market firms, and Wealth Dynamix says it cuts implementation costs by over 60%. Groupe Financiere Hottinger, A London-based portfolio management and financial advisory service, is…

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