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
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.
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.
Improving lives through technology: iMOKO
20 December 2019
This Christmas, we're proud to support the iMOKO™ programme – an innovative digital healthcare solution that utilises technology to deliver high quality, basic health services to vulnerable children.