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Wealth Management

The wealth management industry is evolving rapidly, as are client needs. There is a need to integrate across silos of technology (supporting financial planning, customer data, client service, BI etc.), and to provision an ever growing portfolio of products across asset classes. Certus helps wealth management organisations develop and customise technology solutions for their trust services applications – thus enabling this evolution. Wealth management companies can benefit from both our financial systems expertise and Client Relationship Management solutions.