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Guidewire PolicyCenter achieves top honours for Breadth of Functionality, and Customer Base and Support ... | April 5, 2023
Wealth Dynamix Wins 'XCelent Functionality Award' in New Wealth Management CRM Report LONDON, Aug. 4, 2021 /PRNewswire/ -- Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, today 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 report were based on functionality, customer base, lines of business...