Name: Chelmer
Author: Chelmer

Help Desk

Web and Video Conferencing

Customer Support

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Kubernetes Monitoring

Software Repositories

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Academic Advising

Classroom Management

Education

Business Intelligence (BI)

Collaboration

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Enterprise

Accounting

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Finance and Accounting

Applicant Tracking

Background Check

Corporate Learning Management

Diversity, Equity, and Inclusion (DEI)

HR Management

Payroll

Talent Intelligence

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Workforce Analytics

Workforce Management

Human Resources

Business Internet Service Providers (ISPs)

Cloud Storage

Computerized Maintenance Management Systems (CMMS)

Configuration Management Databases

Content Delivery Networks (CDN)

Data Collaboration

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Disaster Recovery as a Service (DRaaS)

Enterprise Architecture Management

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MLOps

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AI Writing Assistant Software

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Digital Asset Management

Digital Content Creation

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Landing Page

Marketing Automation

Online Proofing

Retail Media Advertising

Search Engine Marketing (SEM)

Social Media Management

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Survey & Forms Building

Swag Management

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Web Analytics

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Project Management

Professional Services

Customer Relationship Management (CRM)

Social Commerce

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Video Surveillance

Security

Oil and Gas

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Vertical-Specific

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Document Locator

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Myriad, developed by Chelmer Limited, is an integrated set of financial software modules designed to enhance wealth management. According to the vendor, this solution is flexible and can be used by a range of financial institutions, including private banks, wealth managers, investment advisors, stockbrokers, trust companies, and asset managers. It aims to empower professionals in the financial industry to effectively manage customer wealth, improve collaboration, streamline operations, ensure compliance, and deliver personalized services at scale.

## Key Features

**Onboard**: According to the vendor, Myriad streamlines the client onboarding process and helps ensure regulatory compliance by capturing client information and verifying compliance requirements.

**Originate**: The vendor claims that Myriad enables the capture and processing of customer instructions, origination of orders, rebalancing of portfolios, and creation of transactions to meet customer requirements.

**Transact**: Myriad aims to facilitate the execution of orders and trades, manage money settlement, and register/transfer assets, according to the vendor.

**Aggregate**: The vendor states that Myriad aggregates transactions and data from various sources into a unified view, providing comprehensive insights into accounts, portfolios, customers, and asset registries.

**Reconcile**: According to the vendor, Myriad automates the daily validation of asset and cash positions, ensuring accurate and up-to-date records while reducing the risk of errors and discrepancies.

**Adjust**: Myriad is designed to capture and process events that require adjustments to holdings, such as share splits or dividends, and automate the creation of accurate and timely transactions, according to the vendor.

**Report**: The vendor claims that Myriad provides digital solutions for customer engagement in wealth creation, enabling the generation of reports that enhance communication and transparency between financial institutions and customers.

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Formerly from Ebix, Zinnia SmartOffice is a practice and agency management solutions for financinal service providers and banking institutions, offering CRM features, client engagement, note logging, financial document and data management, and related features.

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Chelmer

Stock Option Plan Administration is for administering stock option plans.

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TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

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Stock Option Plan Administration Software

Chelmer

Overview

What is Chelmer?