The trust, corporate services and alternative fund administration market is at a key inflexion point. There are demands coming from at least three directions:
- pressure from regulators to be continuously compliant,
- pressure from customers to lower fees, and
- pressure from competitors, particularly new entrants to the market and their private equity owners.
For these businesses to succeed in today’s market there is a need to be ruthlessly efficient and to maximise the use of technology whilst still providing excellent client service.
Solitaire Consulting has over 10 years experience serving the international Trust and Corporate Services markets. Paul Every has been advising technology companies and providers of Trust Administration & Corporate Services for over a decade. During this time he has developed an extensive knowledge of the technology systems and vendors that support this important and growing area of international financial services.
Paul and his associates have direct experience of implementing and using systems from the market leading providers of TrustQuay and Viewpoint as well as their challengers and niche providers in various locations.
We also have experience in a range of eco-system technologies from BankClarity, Centenal, Cygnetise, Laserfiche, Vega Solutions and many more.
Click the button below to download our Trust Administration and Corporate Services Software Guide, which provides a summary of all these systems.
In stating his reasons for producing the White Paper, Paul stated, “The Trust & Corporate Services software market has shifted rapidly in the last few years, both with consolidations and a number of new systems emerging. It is important that wealth managers are aware of the choices they have available, but there was no single place to get this information. Hopefully this Software Guide will meet that need.”
If you would like further information on any of the systems mentioned in the White Paper, please get in touch by using the contact form on our website, email or through our social media channels. We are also available to help with advising and implementing all aspects of your digital transformation and digitalisation agendas.
We also advise on how to get the best from your existing technology, get in touch for an informal discussion.
