The technology powering wealth management
Business outcomes
- Improve cross team collaboration and performance.
- Operate more efficiently.
- Deliver personalisation at scale.
- Mitigate technical and reputational risks.
- Expand your financial service offering.
- Focus on creating wealth for your customers.
The Chelmer Software Suite empowers financial institutions to manage customer wealth more effectively.
Chelmer services are flexible, modular, whole-of-business and future-proofed.
A single solution
Add value and mitigate risks with a single, streamlined solution:
- 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.
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.
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
Celebrating success and evolution with Craigs
23 October 2020
This week, we celebrated our relationship with Craigs with a commissioned piece of artwork, symbolising the relationship we've built over many years working together, the values we share, and our ongoing commitment to support Craigs with innovative, market-leading solutions.
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.
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.