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
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
Our clients
Myriad solutions are flexible to support a range of financial institutions.
- Private banks
- Wealth managers
- Investment advisors
- Stockbrokers
- Trust companies
- Asset managers
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
Improving lives through creativity: Te Rito Toi
17 December 2020
We are pleased to support Te Rito Toi – an initiative that utilises the arts to make a difference to children’s wellbeing through genuinely transformative education. Learn more about the work Te Rito Toi are doing to build better futures for children.
Glue42 Core puts Chelmer at the centre of the single advisor desktop
15 December 2020
Now embedded with Glue42 Core, Myriad's latest release is helping to realise the industry's vision for a simple, unified desktop – enabling wealth advisors to create a more personalised user experience. Read about our collaboration with Glue42.
Chelmer finds single answer for multi-choice wealth management problem
1 December 2020
Andy Robertson, Chief Innovation Officer talks to Investment News about how Myriad embraces the modern technology development paradigm, enabling wealth management firms to fashion flexible, multi-application workflow processes within a single framework.