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Friends We’ve Made

Killik & Co Killik & Co
Swisslife Swisslife
Barratt Barratt
Blankstone Sington Blankstone Sington
EFG EFG
Handelsbanken Handelsbanken
Sahregain Sahregain
Walker Crips Investment Management Ltd Walker Crips Investment Management Ltd

Future-Proof your Wealth Business

Wealth Managers

Automate all the workflow processes, from front-to-back, while you focus on your core strength servicing your clients. From client acquisition, onboarding, through to report generation and managing compliances while analysing large inputs of data, our wealth management solution is designed to automate all the processes, delivering quick and insightful results to you and your customers. Contemi Wealth Intelligence system (WIN) covers complete front to back office needs including, prospecting, onboarding, client lifecycle management, portfolio management, performance measurement, trade, order management, custody & settlement, corporate actions and business analytics and reporting.

Financial Advisors

Our white-labelled, fully-automated and easy to use Portfolio Management solution enhances efficiency of your staff and allows you to increase client retention and business profutability. Our solution provides a full 360 degree view of your clients' data, perfromance reports built on comprehensive modelling tools, transaction history, and allows you to transfer all relevant data to client's portal in easy to understand dashboard with the click of a button.

Private or Family Offices

Our Award-winning solution has integrated data aggregation tool that replaces manual consolidations and reconciliations with automated extraction, aggregation, visualisation and reporting enabling better control of your structured and unstructured data from a multitude of sources whilst being low latency, scalable and extremely cost-effective.

Enabling Speed, Agility, Simplicity, & Growth

50

billion++

Client assets managed with our award-winning Wealth Intelligence Solution

50000

users++

50

clients++

across Europe, Asia, Australia, and New Zealand

Single Platform for Complete Wealth Management Needs

Wealth Intelligence (WIN) is a suite of fully integrated front-, middle-, and back-office wealth management solutions. It provides investment and wealth managers with all the tools required to service and retain existing clients, in addition to the automation required to enhance efficiency, reduce costs, provide flexibility and scalability to transform the business when required and quickly adapt to current needs while being future-ready. Built as individual modules that can easily plugin to any existing core system, WIN provides you with the flexibility to automate and scale as per your business needs.

Accelerate your Growth with

Cloud Transformation

Wealth Intelligence (WIN) is a suite of fully integrated front-, middle-, and back-office wealth management solutions. It provides investment and wealth managers with all the tools required to service and retain existing clients, in addition to the automation required to enhance efficiency, reduce costs, provide flexibility and scalability to transform the business when required and quickly adapt to current needs while being future-ready. Built as individual modules that can easily plugin to any existing core system, WIN provides you with the flexibility to automate and scale as per your business needs.

Time to Market

Managed services infrastructure provisioning and deployment takes a few weeks and your processes are up an running far quicker.

Reduce Costs

No physical hardware setup required. You have the option to pay-as-you-go, pay only for what you use. Moreover you gain access to highly qualified IT operations without increasing your headcount .

System Availability & Scalability

With a proven less than 0.001% downtime, system is optimized for minimal to no data loss (RTO, RPO) . Autoscaling covers spikes in transaction load and rapid accelerated platform usage.

Security

System has built-in Bank grade security (KMS, PII encryption, audit trails, logs monitoring) with robust vulnerability and penetration testing.

Addressing Key Concerns of Wealth Management Industry

Client Onboarding

Automating client onboarding enhances efficiency, accuracy, and client satisfaction. You can significantly reduce onboarding times while improving data integrity and reducing compliance risks.

Corporate Actions

Manage large volumes of corporate actions seamlessly, improving data consistency and transparency ensuring timely and accurate execution, reducing the risk of costly mistakes and non-compliance with regulatory requirements.

Portfolio Management

Empower your business with real-time data analysis and decision-making, allowing for dynamic adjustments to portfolios in response to market fluctuations. Minimize human error and ensure consistency fostering greater accuracy and reliability.

Custody & Settlement

Supporting both self-clearing members as well as Model B settlement models, automate your processes with fully audited straight-through-processing (STP) from order capture to execution.

Certifications

ISO/IEC 27001: 2022 Certified

Contemi was Awarded Bronze Status in 2022

Insights