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

Quality and the Software Development Lifecycle

Quality and the Software Development Lifecycle

2 September 2019

With 20+ years experience developing solutions for the financial services industry, William Bolivar has seen the long-term value in prioritising quality in software development. William talks us through the software development lifecycle and why applying quality to each phase is so critical to delivering high-quality outcomes.

Read more ›

Anne Reinikkala – Evolving Technology to Make Life Easier for Clients

Anne Reinikkala – Evolving Technology to Make Life Easier for Clients

1 August 2019

Anne Reinikkala our Senior Business Analyst plays a critical role in supporting our operations and managing projects. Her jam-packed operations and systems-focused career spanning 25 years, has taken her to some of the world's leading banks and financial institutions.

Read more ›

Improving Lives Through Technology: The Patience Project

Improving Lives Through Technology: The Patience Project

17 June 2019

We’re proud to support the wonderful work the Patience Project is doing to achieve positive outcomes for young people with long-term illnesses. Using immersive technology, the initiative gives them the chance to re-engage with the world.

Read more ›

We help you stay in control of your technology, so you can focus on your core business.