Microgen Financial Systems and Touchstone Wealth Management, two of the leading providers of technology to the Trust, Fund and Corporate Services market are to merge, in a market-shifting software deal. The announcement was made to the staff of both companies and their key clients on Friday 22 November 2019 and a press release issued on […]
Blog
Managing the Collaboration Dilemma
Using document collaboration tools and secure web portals to enable collaboration without compromising security. All businesses need to be able to collaborate effectively with employees, clients and their supply chain. There is nothing new here, this has always been the case. However, in today’s interconnected world this collaboration needs to be electronic, over the internet […]
Review: CRS Audit Assessment Event
In this post I am reviewing a recent event on CRS Audit Assessment, held in Guernsey to mark the launch of the partnership between Centenal Legal Technology and Fusion Systems. A relationship that has been established following my introduction of these two technology companies Guernsey and Singapore. The main purpose of the event was to […]
4 Ways To Expand Your Digital Maturity
Any big changes in a company can take time to implement, and the same can be true of establishing digital maturity. However, in today’s increasingly streamlined, automated, and generally tech-oriented world, it’s important to move toward this end as quickly as possible. In a previous piece here at Solitaire Consulting, we explained that while the idea […]
Preparing for CRS Audit Assessment
Best practice guidance on how to conduct an internal CRS audit It should come as no surprise that the tax authorities will, at some point, start to audit Financial Institutions to ensure they have effectively implemented the Common Reporting Standard (CRS) regulations. The authorities in the Crown Dependencies have committed to do this, although looking […]
A Practical Guide to Digital Transformation in Wealth Management
Solitaire Consulting works very closely with MBS and is delighted to be supporting their seminars in the Channel Islands this October. These free to attend events are aimed at Wealth Management professionals who are interested in better using technology to transform and improve their businesses. The Wealth Management sector is changing rapidly, driven by a […]
