Wealth Dynamix: Third Financial and WDX team up on client lifecycle integration

The partnership is the latest initiative from Third Financial, which is on a mission to harmonise the investment platform experience Investment platform Third Financial (Third) has launched a market-leading integration with Wealth Dynamix (WDX), as it continues its campaign against fragmented technology in the wealth management and advice sector. Third's two-way integration with CLMi, WDX's [...]