T: +44 (0) 203 287 4191

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 […]

Five WealthTech Predictions for 2020

Phone showing bitcoin with a blurred laptop in the background

WealthTech is the application of technology to support the wealth management industry. It can be considered as being part of the much broader umbrella term of FinTech. In the context of this article I am considering WealthTech specifically as it relates to the offshore wealth management sector. This includes trust and fund administration companies and […]

Microgen & Touchstone complete merger

Microgen and Touchstone logos on a skyline

Microgen Financial Services and Touchstone Wealth Management announce the completion of their merger. This follows full clearance from all relevant authorities. The deal was first announced in November 2019, which followed a period of due diligence by Silverfleet Capital. Silverfleet have provided the funding for the merger. Read more on my blog from 25 November. […]

Managing the Collaboration Dilemma

World map with profile picture all over it all connected

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

Zac Lucas, Paul Every, Alan Rowe

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 […]

Silverfleet acquires Microgen Financial Systems

Computer screen with graph

Silverfleet Capital, the leading Pan-European private equity firm, announced completion of the deal to acquire Microgen Financial Systems Limited (MFS) on Monday 1st July 2019. The press release from Silverfleet can be viewed here. This follows the news back in March when Microgen plc (now renamed to Aptitude Software Group plc) stated their intention to […]

A Review of Core Systems for Trust Administration & Corporate Services

Cityscape skyline

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 […]

Top 5 buying factors for Enterprise Software

software

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.

Seasons Greetings from Solitaire Consulting

Solitaire consulting christmas picture

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, […]