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

Reena Parbhu – championing client-focused service delivery

Reena Parbhu – championing client-focused service delivery

14 November 2018

Reena has been a core member of our team for nearly 20 years. As our Service Delivery Manager she makes sure our business and our client’s business is running smoothly.

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Celebrating 20 years with Craigs Investment Partners

Celebrating 20 years with Craigs Investment Partners

17 October 2018

We’ve been a proud partner since 1999 – working together to deliver custom solutions that meet the growing needs of Craigs IP's customers.

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New Leadership: Driving Innovation and Client Collaboration

New Leadership: Driving Innovation and Client Collaboration

30 September 2018

Alin Ungureanu has been appointed to lead Chelmer's strategic direction and operations as CEO. Andy Robertson also takes on a new role as Chief Innovation Officer.

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