Wealth Dynamix level up its partnership with Microsoft to strengthen its innovative muscles

Microsoft has recognised Wealth Dynamix, the WealthTech company, as its latest Business Applications ISV Connect partner.

Having already been hailed as a Microsoft Gold partner, Wealth Dynamix can now tap into exclusive technical, marketing and sales enablement resources. These resources can in turn be used to boost the development and promotion of its solutions built on the Microsoft Dynamics 365 platform and enhanced by other Microsoft technologies such as Teams, LinkedIn and Azure AI services including Azure Machine Learning.

“The wealth management industry is witnessing the biggest generational transfer of wealth in history and a new wave of tech-savvy investors who expect a superb user experience,” said Gary Linieres, CEO of Wealth Dynamix. “This is putting increasing pressure on wealth managers to find new clients, managing existing ones and meet compliance requirements more effectively.

“Combine the power of Microsoft technology with the specific market expertise of Wealth Dynamix, and you have the perfect solution to address the regulatory and digital challenges of today’s wealth management industry. With this latest step in our journey we will continue to leverage Microsoft’s vast investment into areas like security, regulatory compliance, cloud and AI, which in turn, will cement our technical leadership and unlock a range of benefits to support GTM strategies in our target regions.”

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