The technology powering wealth management

Business outcomes

  • Improve cross team collaboration and performance.
  • Operate more efficiently.
  • Deliver personalisation at scale.
  • Mitigate technical and reputational risks.
  • Expand your financial service offering.
  • Focus on creating wealth for your customers.

The Chelmer Software Suite empowers financial institutions to manage customer wealth more effectively.

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

A single solution

Add value and mitigate risks with a single, streamlined solution:

  • Leverage existing technology.
  • Consolidate disparate systems and remove duplication.
  • Aggregate data and functional areas.
  • Automate and optimise core processes.
  • Integrate with 3rd party apps, data and transaction feeds.

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.

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

Celebrating success and evolution with Craigs

Celebrating success and evolution with Craigs

23 October 2020

This week, we celebrated our relationship with Craigs with a commissioned piece of artwork, symbolising the relationship we've built over many years working together, the values we share, and our ongoing commitment to support Craigs with innovative, market-leading solutions.

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Robust fintech a source of stability during crisis

Robust fintech a source of stability during crisis

29 May 2020

As a technology provider, our role during the COVID-19 pandemic is to be a source of stability for our clients. Find out how our platform enabled our clients to maintain operations during lockdown and scale with significant increases in trading activity.

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Yovich & Co leaps forward with CSS upgrade

Yovich & Co leaps forward with CSS upgrade

9 February 2020

Soon to be leveraging the latest client and portfolio management features of the Chelmer Software Suite (CSS), Yovich & Co Wealth Management will be able to spend more time advising and creating wealth for their clients.

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