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
Improving Lives Through Technology: The Patience Project
17 June 2019
We’re proud to support the wonderful work the Patience Project is doing to achieve positive outcomes for young people with long-term illnesses. Using immersive technology, the initiative gives them the chance to re-engage with the world.
Anne Reinikkala – Evolving Technology to Make Life Easier for Clients
1 May 2019
Anne Reinikkala our Senior Business Analyst plays a critical role in supporting our operations and managing projects. Her jam-packed operations and systems-focused career spanning 25 years, has taken her to some of the world's leading banks and financial institutions.
Beyond the Robo-Advisor hype – where to from here?
4 March 2019
What lies beyond all the hype around Robo Advisers? Andy Robertson - Chief Innovation Officer shares his views on where robo-advice fits into financial services and what to expect once the hype is over.