Fintech company Wealth Dynamix (WDX) and ELCA, an independent Swiss consultancy firm, have entered into a partnership. The two firms said the move aims to "present an opportunity for firms in the private banking sector to execute and accelerate their digital transformation strategy, giving firms the right tools to better manage their clients, improve internal processes around operations and in turn grow their assets under management."
Wealth Dynamix’s WDX ONE will complement ELCA’s offering to the Swiss private banking sector and will be implemented by local ELCA implementation teams, supported by Wealth Dynamix based out of the firm’s newly opened offices in Zurich.
WDX offers client management and business intelligence solutions for the wealth and investment management market, providing consulting services and products based on the Microsoft Dynamics program.
ELCA is one of the biggest independent Swiss full-service providers for business and technology solutions. The privately owned company, with almost 1000 experts, has branches in Lausanne, Zurich, Berne Geneva, Basel, Paris, Madrid, London, Mauritius, Granada and Ho Chi Minh City.