The latest developments in technology products and investments in North America.

Wealth Dynamix
Wealth Dynamix, the client lifecycle management solutions provider, has launched CLMi, a service that enables advisors to set priorities for their daily work, comply with regulations and grow their firms’ assets.

CLMi is a Software-as-a-Service (SaaS) solution. It delivers insights direct to advisors’ desktops; relationship managers can use it on any device, Wealth Dynamix said.

"User experience is central to our vision of empowering relationship managers with CLM tools that make their life easier and their work more effective. They have grown tired of difficult-to-use technology that requires multiple logins, fails to provide a complete client view and provides insufficient insights,” Dominic Snell, product strategy director at Wealth Dynamix, said.

“Low adoption is detrimental to a wealth manager's business and increasingly we have been asked for an easy-to-use CLM platform that relationship managers will want to use every day. CLMi is the answer,” Snell added.