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
New leadership at Chelmer: Driving innovation and client collaboration
24 September 2018
We are delighted to announce Alin Ungureanu has been appointed to lead Chelmer’s strategic direction and operations as Chief Executive...
Chelmer Software to Evolve the Trust Business Model
21 August 2018
Chelmer technology is evolving the traditional trust business model towards new models that provide on-going value-added services to investors.
Chelmer Integrates to give Clients Visual Data Advantage
23 July 2018
Our new partnership with Simply Wall St will help our clients and their customers become better investors.