Foundersuite by Foundersuite
Foundersuite is a fundraising platform for startups raising seed, venture capital, or private equity. Its investor CRM sits on a database of more than 141,000 investor contacts, an...
Chelmer is a long-established wealth technology company with over 30 years of experience providing software solutions across the Asia Pacific region. Its flagship offering, the Myriad integrated software suite, is a fully automated, highly scalable end-to-end platform for wealth management. The system manages the entire investment lifecycle, from front-office client engagement and portfolio construction to middle-office operations and back-office administration. Proven at scale, the platform currently oversees more than USD 30 billion in investor assets, processing hundreds of millions of dollars in transactions daily, which attests to its robustness and reliability for d... Chelmer's Myriad suite is designed for wealth management firms, financial ad...
Chelmer's Myriad suite is designed for wealth management firms, financial advisory networks, and asset managers across the Asia Pacific region and beyond. It is suited for firms of significant size or with growth ambitions that require a comprehensive, enterprise-grade platform to automate their entire wealth management operations.
Chelmer brings considerable experience and a proven, large-scale platform to the wealth management technology space. Myriad's position as an end-to-end solution for firms managing billions in assets indicates deep functionality and stability. For established wealth managers looking for a reliable, integrated core system to support complex operations and significant transaction volumes, Chelmer represents a mature and credible partner with strong regional e...
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Chelmer's Myriad suite is designed for wealth management firms, financial advisory networks, and asset managers across the Asia Pacific region and beyond. It is suited for firms of significant size or with growth ambitions that require a comprehensive, enterprise-grade platform to automate their entire wealth management operations.
These are common features buyers compare in Investment Management Software. Product-specific availability should be confirmed with the vendor.
Native financial tracking or seamless connection with external accounting software.
Evaluate internal business metrics against industry standards and competitors.
Acquire and monitor both bonds and stocks within an investment portfolio.
Organize and streamline communication and relationships with existing clients.
A secure online gateway for clients to view project details and data.
Monitor and exchange contracts for future transactions of tangible goods at a predetermined price.
Monitor and report on regulatory data for both internal leadership and external regulatory bodies.
Seamlessly transfer data and reports between the system and external file formats.
Designed for use by financial advisors and professional money managers.
Tailored features for retail investors and high-frequency day traders.
Administers the allocation and performance of assets held within various dedicated funds.
Mapping out various outcomes through performance modeling, yield forecasting, and scenario analysis.
Pricing model: Per Feature
Pricing can change. Confirm current plans and terms with the vendor.
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