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 […]
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. […]
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.