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Wealth Dynamix Review

2

Β·

Very good

Revainrating 4.5 out of 5Β Β 
RatingΒ 
4.5
Professional Services, Dotdigital Consulting

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Description of Wealth Dynamix

Wealth Dynamix specializes in the provision of cutting edge Client Lifecycle Management to the world's leading private banks and wealth management firms.

Reviews

Global ratings 2
  • 5
    1
  • 4
    1
  • 3
    0
  • 2
    0
  • 1
    0

Type of review

Revainrating 4 out of 5

WDX - Robust platform for portfolio management & risk management

It is very easy for me as an individual trader, or even more so if you have multiple traders within your organization using it at once - I can manage my own risk profile with this product without having someone else managing that aspect of things! The platform itself has many features which are useful when trying find ways to optimize trading processes (e.g., creating different types/sizes of baskets). There could be some additional enhancements made here as well; however, they don't really…

Pros
  • The platform is fast, and the backtesting features are extremely easy to use and provide a lot of flexibility when it comes to building portfolios
Cons
  • I'm not a big fan of the backtesting features as they don't provide a lot of flexibility when it comes to customizing options

Revainrating 5 out of 5

Wealth Dynamics is a great software for managing client relationships.

The tool is great for managing the relationships with our clients, it helps us keep track of all the information we need to be able to provide them with the best service possible. It also has a lot of features that are easy to use and help us make sure that we have everything under control at all times. I do not like how sometimes you cannot see who is logged into the system and what they are doing, this makes it difficult to know who is working on what at any given time. We have been using…

Pros
  • This program really does assist in keeping me organized so my staff can find things easily as well.I would recommend others considering their services especially if your business involves more than just one employee
Cons
  • Will fit