The technology powering wealth management


  • 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


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

Robust fintech a source of stability during crisis

Robust fintech a source of stability during crisis

29 May 2020

As a technology provider, our role during the COVID-19 pandemic is to be a source of stability for our clients. Find out how our platform enabled our clients to maintain operations during lockdown and scale with significant increases in trading activity.

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Yovich & Co leaps forward with CSS upgrade

Yovich & Co leaps forward with CSS upgrade

9 February 2020

Soon to be leveraging the latest client and portfolio management features of the Chelmer Software Suite (CSS), Yovich & Co Wealth Management will be able to spend more time advising and creating wealth for their clients.

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Improving lives through technology: iMOKO

Improving lives through technology: iMOKO

20 December 2019

This Christmas, we're proud to support the iMOKO™ programme – an innovative digital healthcare solution that utilises technology to deliver high quality, basic health services to vulnerable children.

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