Myriad

Myriad

Myriad offers automated and scalable wealth management solutions for financial institutions, enhancing operational efficiency and user experiences.

Location: New Zealand
Software Type: Web App

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Description

Myriad is a comprehensive wealth management software suite developed by Chelmer, designed to provide automated, scalable solutions for financial institutions. Built on an open database architecture, Myriad enhances flexibility and integrates seamlessly into existing workflows, facilitating business growth and personalizing user experiences. This software reduces technology risks by streamlining operations and is tailored to support the entire business lifecycle, from onboarding to reporting.

Key features include sophisticated reporting solutions, data aggregation across platforms, and customizable modules that allow businesses to tailor the software according to their unique needs and operational requirements. The platform aims to improve operational efficiency, automate the investment process, and ultimately help financial institutions reduce costs and enhance their service offerings.

With over 30 years of industry experience, Chelmer manages over USD 70 billion in investor assets, facilitating daily transactions worth USD 100 million. Their commitment to progressive partnerships and ongoing software development ensures that Myriad evolves alongside the needs of its clients in the financial services sector.

Features

Customizable Modules

Myriad offers customizable modules, enabling users to tailor the software to fit specific operational requirements.

Data Aggregation

The platform supports data aggregation across various systems, providing a unified view of client information.

Sophisticated Reporting Solutions

Myriad includes advanced reporting capabilities, streamlining the reporting process for financial institutions.

Workflow Integration

Designed to integrate seamlessly into existing workflows, enhancing flexibility and efficiency.

Comprehensive Lifecycle Support

The software supports the entire business lifecycle, from client onboarding to final reporting.

Tags

wealth managementfinancial softwareinvestment solutionsfinancial servicesportfolio management

Documentation & Support

  • Documentation
  • Support
  • Updates
  • Online Support