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 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.

Kelly Cole: Meeting complex requirements with simple solutions

Kelly Cole: Meeting complex requirements with simple solutions

17 February 2021

Kelly works closely with our development team to evolve our software and ensure clients receive the best possible solution for their unique requirements.