The technology powering wealth management

Benefits

  • Collaborate on long-term strategy
  • Integrate new systems with existing legacy infrastructure
  • Extend the life and functionality of existing software solutions
  • Minimize risk - technical and reputational
  • Create a seamless system for wealth creation and management
  • Iterative financial software service
  • Dealing with a trusted team

Add value to your business with proven, complementary technology

Chelmer services are flexible, modular, whole of business and future-proofed

Future proofing

We look ahead at future requirements and proactively keep you at the forefront of the technology curve by:

  • Identifying areas you can excel in
  • Finding areas to improve
  • Sourcing software to integrate
  • Working towards seamless integration

Solve critical problems

We address critical problems such as:

  • Use of data and technology - by looking to aggregate functional areas and support efficient business processes
  • Disparate systems - resolving inefficiency, removing duplication and risk

Stop your technology issues escalating now

The Chelmer Suite provides a platform for the full business life cycle

Onboard

Client onboarding at the beginning of the life-cycle and checking for compliance purposes

Originate

Capture customer instructions, originate orders, rebalance and create transactions

Transact

Execute orders, trade, settle money and register/transfer assets

Aggregate

Transactions are aggregated into account, portfolio, customer, family office, asset registry – any view

Reconcile

Daily validation of asset and cash positions

Adjust

Capture and process events, creating transactions to adjust holdings – such as share splits or dividends

Report

Digital solutions to engage customers in their wealth creation

Chelmer Integrates to give Clients Visual Data Advantage

Chelmer Integrates to give Clients Visual Data Advantage

5 July 2018

Our new partnership with Simply Wall St will help our clients and their customers become better investors.

Read more ›

Chelmer Presents on the Future of Asset Allocation

Chelmer Presents on the Future of Asset Allocation

25 June 2018

Together with our Philippines partner Kris Finsoft, we were pleased to attend the Trust Officers Association of the Philippines (TOAP) Summit in Boracay.

Read more ›

International Partnership Formed with Kris FinSoftware

International Partnership Formed with Kris FinSoftware

21 June 2018

We’re delighted to expand our services to the Philippines through our partnership with Kris FinSoftware.

Read more ›

We help you stay in control of your technology, so you can focus on your core business.