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
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.