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 […]
Jersey
Case Study: Jersey Royal Consultation Project
This Case Study describes a project undertaken in 2019 in conjunction with Adapt Consulting Company, working on behalf of Solitaire Consulting. “The autumn 2019 consultation on the Jersey Royal Industry has been a breath of fresh air with broad consultation, good cooperation and significant consensus. We need to keep-up this good work in 2020 and […]
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 […]
A Review of Core Systems for Trust Administration & Corporate Services
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 […]
WealthWorks+ – New wealth management system or refresh of a legacy product?
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; […]
3 ways to accelerate your digital transformation
Digital transformation is the latest term for the application of technology in your business. Usually this relates to improving the customer experience and/or driving down operating costs by automating processes and commoditising products and services. Every type of business uses technology differently, but there are some core tools that can be applied effectively in almost […]
