A 2019 review of leading information management systems serving offshore wealth management firms Updated on 25 March 2019, following Microgen demerger announcement. If you are a regular reader of my content, you will be aware that my main area of focus is offshore trust administration and corporate services (TA&CS). I often get asked, which is […]
Whatever size business you are, selecting the right enterprise software is a big decision that you want to get right. Your choice of core system is one that will impact your business for many years to come.
How to engage with your customers and suppliers in an increasingly digital world. In an earlier blog on the subject of digital transformation, I talked about how digital transformation involves more than just replacing internal IT systems. True digital transformation is more about adopting new processes and practices to help the organisation effectively compete in […]
The last two months have been particularly busy for Solitaire Consulting. We’ve had some tight project deadlines to meet as well as new projects to plan. One of my New Year’s resolutions will be to be more diligent in looking after my followers. I’ll by providing more regular content on this blog. Looking back on the year, […]
Protecting your company’s intellectual property and information assets are key responsibilities of the Board of Directors. Cyber Security Awareness training is an important part of this.
WealthWorks+ is being launched next month in the Channel Islands. It is described as “a brand new platform for private client professionals, built using the latest in responsive web technology”. Ever since Microgen Financial Systems started to buy up its smaller competitors, I’ve been arguing that there is a gap in the wealth systems market; […]