FinTech
Wealth Dynamix Wins 'XCelent Functionality Award' in New Wealth Management CRM Report
Wealth Dynamix has announced its selection by global research and advisory firm Celent as a winner of the XCelent Functionality Award. The award was revealed in Celent's CRM Platforms: North America Wealth Management report, which analysed solutions from Ebix, Equisoft, NexJ, Salesforce and Wealth Dynamix. Vendor rankings assigned in the…
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