Chelmer
Curated by SignalWealth management software suite streamlining operations for financial institutions.
Overview
Chelmer is a company that offers a wealth management software suite known as Myriad. This platform is designed to assist wealth managers and financial advisors by integrating various functionalities, including customer relationship management (CRM), portfolio management, performance reporting, and financial planning. Myriad incorporates artificial intelligence (AI) and machine learning to provide predictive analytics. The software targets financial institutions and aims to address the complexities of managing customer wealth while maintaining compliance and operational efficiency. It enables real-time data aggregation and aims to enhance client engagement in a digital environment. Chelmer emphasizes long-term partnerships and ongoing software development, drawing on over 30 years of experience in the industry to respond to changing market demands.
Key facts
- Founded
- 2017
- Headquarters
- Auckland, New Zealand
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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- Commercial model
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Contact
- Primary office
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- Phone
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