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
Kelly Cole – Meeting Complex Client Requirements with Simple Solutions
7 December 2018
Kelly works closely with our development team to evolve our software and ensure clients receive the best possible solution for their unique requirements.
Celebrating 20 years with Craigs Investment Partners
17 November 2018
We’ve been a proud partner since 1999 – working together to deliver custom solutions that meet the growing needs of Craigs IP's customers.
Reena Parbhu – Championing Client-Focused Service Delivery
14 October 2018
Reena has been a core member of our team for nearly 20 years. As our Service Delivery Manager she makes sure our business and our client’s business is running smoothly.