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. CloudSuite Pro helps wealth management organisations develop and customize 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.
CloudSuite Pro is a division of The Certus Group (global solutions provider) www.certusgrp.com designed especially for growing small and medium-sized businesses. CloudSuite Pro simply and cost effectively delivers the power of ERP to small companies via cloud platform technology. With CloudSuite Pro, all you need is an internet connection to access the same sophisticated and expensive ERP as larger enterprises. Now you can make your company as efficient and productive as the big guys! With an internet connection, you don’t need IT personnel, servers, and expensive software licenses.
Bermuda Phone 441-296-1473