A 2019 review of leading information management systems serving offshore wealth management firms 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 the ‘best’ system, or what options there are to […]
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.
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, […]
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; […]
As we reach the end of another year I hope you can look back and feel satisfied with what you have achieved, both personally and professionally. For me it has been a year where I have started to invest time to diversify into other areas, whilst still spending the majority of time focusing on my […]
With cyber security hitting the headlines almost daily, many organisations are rightly concerned about the vulnerability of their data and are devoting serious time and resources to protecting this vital business asset. Traditional security methods have focused on improving the boundary defences of the organisation; aiming to prevent undesirable penetration of the network and to […]