Chelmer
Powering the financial services industry in Asia-Pacific, Chelmer offers Myriad, a flexible wealth management software. It allows institutions to tailor workflows through customizable modules, enhancing efficiency for financial advisors, brokers, and compliance officers. With over 30 years of expertise, Chelmer supports clients managing over USD $70 billion in assets.
Top Chelmer Alternatives
PM-RECORD CRM
PM-RECORD CRM excels in relationship management, meticulously capturing data about clients, prospects, suppliers, and governmental entities.
ProTracker Advantage
ProTracker Advantage Desktop is an intuitive client relationship management solution tailored for financial advisors and wealth managers.
IQProspects
IQProspects is a dynamic financial CRM software designed specifically for banks and credit unions.
ProTracker RMD
ProTracker RMD simplifies the complexities of calculating and monitoring Required Minimum Distributions (RMDs) for clients.
MadeMarket
Investment bankers streamline their workflow with a purpose-built CRM designed specifically for managing deals and contacts.
Growfin
Purpose-built for B2B finance teams, this software streamlines complex order-to-cash processes, enhancing control over collections and cash application while significantly reducing DSO.
Intelligent Customer Management
By consolidating crucial client information and employing tailored value propositions, it empowers advisors to engage...
Senta
With a unified client list and direct integration with Proposal Management, AML, and Practice Management...
TrustQuay
Their diverse consulting services adapt to organizational needs, providing tailored technical solutions and 24/7 global...
CRM Contábil
With over a decade of expertise, it offers tailored services, modern infrastructure, and responsive website...
Hoopiz Credit Management
This modular software accelerates cash flow, enhances financial relationships, and adapts to diverse business needs...
IQ Suite
Designed for community banks, it streamlines customer interactions, enabling teams to address issues proactively and...
MissionKontrol
With robust full-text search capabilities, finding specific entries is quick and efficient...
Xpedition Private Equity CRM
Tailored for private equity firms, it enhances decision-making and investor relations, while optimising processes for...
FPS GOLD Core Banking
Enhanced customer experiences are achieved through integrated platforms for accounting, real-time reporting, and customized lending...
Top Chelmer Features
- Highly customizable modules
- End-to-end automation
- Seamless system integration
- Tailored workflows
- Multi-role support
- Scalability for growth
- Advanced compliance tools
- Real-time asset tracking
- Client wealth enhancement focus
- Extensive financial services coverage
- Research-driven development
- Robust data security features
- User-friendly interface design
- Ongoing software updates
- Dedicated customer support
- Performance analytics and reporting
- Integration with existing systems
- Investment transaction management
- Multi-currency support
- Industry insights and news sharing
