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
Myriad solutions are flexible to support a range of financial institutions.
- Private banks
- Wealth managers
- Investment advisors
- Trust companies
- Asset managers
Myriad functionality supports the full business lifecycle
Client onboarding at the beginning of the life-cycle and checking for compliance purposes.
Capture customer instructions, originate orders, rebalance and create transactions.
Execute orders, trade, settle money and register / transfer assets.
Transactions are aggregated into account, portfolio, customer, family office, asset registry – any view.
Daily validation of asset and cash positions.
Capture and process events, creating transactions to adjust holdings – such as share splits or dividends.
Digital solutions to engage customers in their wealth creation.
Latest news & thinking
21 December 2022
Suite2Go brings wealth front-to-back fintech offering to Australian market through new partnership with Chelmer - giving more financial institutions access to Chelmer’s intelligent, leading-edge technology.
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.
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.