TrustQuay Forum 2022

TrustQuay Forum 2022 was held on 11 October, on the top floor of the iconic Royal College of Surgeons in central London. It was, by anyone’s standard, a great success. The event was attended by over 100 delegates coming from across TrustQuay’s client and prospect base of the trust, corporate services and alternative fund administration […]

Trust & Corporate Services Software Update

Cityscape at night

In this post I’m providing a mid-year update on core administration software (aka ERP systems) serving the Trust & Corporate Services (TCSP) market. This market is an important but niche area of financial services, heavily regulated and traditionally ‘behind the curve’ when it comes to investments in technology – certainly when comparing to other areas […]

Understanding IT Systems Change (Part 3 of 4)

Digital transformation

This is the third of a series of articles on understanding IT systems change.  In this article I will discuss the importance of continuing the change management effort once the new system has gone live. Read the first two articles in the series here: >>> Understanding IT Systems Change Part 1 – Context and Initiation […]

Software Guide for Trust & Corporate Services Providers

White Paper - Trust Software Guide

Today, Solitaire Consulting launches a new White Paper, focused on the technology market serving international Trust & Corporate Services Providers. The White Paper is written by Paul Every, owner and principal consultant of Solitaire Consulting. This comprehensive document features over 20 core systems from TrustQuay to Viewpoint and Aviita to Wealtheeze. Systems are grouped by […]

Laserfiche rated as Challenger in latest Gartner Magic Quadrant

Devices showing the Laserfiche website

Being featured in a Gartner Magic Quadrant is an accolade many technology providers strive for. In 2020 Laserfiche is ranked a ‘Challenger’ – indeed the only Challenger in the Magic Quadrant for Content Services Providers.  This is consistent with its position in last year’s rankings and is good news for anyone considering implementing Laserfiche in […]

Accelerating digital innovation in wealth management

Thought bubble with a lightbulb inside on a blackboard

The recent publication of the Future Focus report by financial software business, TrustQuay, highlights a number of areas where the trust and corporate services industry needs to innovate. In this article I will look into this report in more detail and comment on their findings. (A summary of the report can be found in my […]

Increasing consolidation will lead to rapid digitalisation

TrustQuay homepage

A new survey from TrustQuay finds: 81% say the industry is undergoing unprecedented change 59% think industry consolidation will increase over the next 2 years 3 out of 4 believe the industry is polarising between global players and market consolidators, and niche specialists in a particular area 9 out of 10 think firms need to […]

ERP Systems: are they still relevant?

Whiteboard with various notes

Enterprise Resource Planning (ERP) is a term used to describe software systems that an organization can use to collect, store, manage, and interpret data from across all or many of its business activities. I first came across ERP over 20 years ago when working for Government (I was Programme Manager for the States of Jersey […]

Why Client Portals

Tablet showing the front cover of Solitaire Consulting white paper

Solitaire Consulting partner Vega Solutions, have produced a White Paper to explain why they think portals are so important for businesses today.

TrustQuay 5Series now includes Laserfiche integration

Someone typing on a laptop with faint graph lines over the top

The latest release of TrustQuay 5Series, version 4.98, was launched in May 2020. It includes a combination of new functionality, incremental improvements and fixes. Most notable is the integration with Laserfiche, the enterprise content management system and new functions to support regulatory compliance. Note: TrustQuay is the new name of the combined businesses of Microgen […]