Business outcomes

Myriad empowers financial institutions to manage customer wealth more effectively.

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

Add value and mitigate risks with a single, streamlined solution for wealth management.

  • 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
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Our clients

Myriad solutions are flexible to support a range of financial institutions.

  • Private banks
  • Wealth managers
  • Investment advisors
  • Stockbrokers
  • Trust companies
  • Asset managers
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Myriad functionality supports the full business lifecycle

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.

Latest news & thinking

Chelmer partners with Suite2Go to fuel growth into Australia

Chelmer partners with Suite2Go to fuel growth into Australia

21 December 2022

Suite2Go brings wealth front-to-back fintech offering to Australian market through new partnership with Chelmer - giving more financial institutions access to Chelmer’s intelligent, leading-edge technology.

Chelmer supports launch of new Te Rito Toi resources

Chelmer supports launch of new Te Rito Toi resources

7 July 2021

As a proud supporter of Te Rito Toi - an initiative led by the University of Auckland's Centre for Arts & Social Transformation, Chelmer celebrated the launch of new Te Rito Toi Pasifika resources, which showcase ways teachers can use Pasifika arts in schools post-crisis.

Quality and the software development lifecycle

Quality and the software development lifecycle

3 April 2021

William Bolivar talks us through the software development lifecycle and why applying quality to each phase is so critical to delivering high-quality outcomes for financial services.