Guide to Software for Trust Administration & Corporate Services

Guide to Software for Trust Administration, Corporate Services and Alternative Funds

We are pleased to announce the highly anticipated release of Solitaire Consulting’s latest edition of the Guide to Software for the Trust Administration, Corporate Services, and Alternative Funds sector.

Originally published in 2021, this comprehensive resource has been revised and expanded to accurately encompass the full spectrum of available products. This latest update in June 2024 includes the rebrand of TrustQuay Viewpoint to Quantios, updated pages for PlainSail, WealthSphere and a number of eco-system partners

With a compilation of over 60 distinct products from 50 renowned vendors, this extended guide offers a more reader-friendly format, allocating one system per page.

The guide showcases an impressive array of offerings from vendors such as enSynergy, PlainSail, TrustQuay Viewpoint, Vega Technology, and many others. Additionally, it highlights a plethora of FinTech and RegTech solutions from geographies across the globe.

Of noteworthy inclusion in this updated version are specialized systems catered specifically to alternative fund administration, as well as niche products geared towards entity management and corporate governance.

While its primary audience comprises businesses seeking to replace or enhance their existing platforms, it also serves as a valuable resource for anyone interested in staying abreast with the latest advancements in FinTech and RegTech.

To access the downloadable file, CL ICK HERE , and proceed with filling out the webform. An email will be sent to you containing the pdf link, along with additional complementary resources on the topic of selecting IT systems.

If there are any products that we may have overlooked, please do not hesitate to inform us. Particularly if you are aware of any remarkable cloud-based software that others in the industry should be made aware of. Your valuable input will be greatly appreciated and incorporated into the forthcoming update of our guide to software for trust administration and corporate services.

I am confident that you will be kind enough to share your knowledge, rather than keeping the secret of amazing products all to yourself!

I hope you find the guide and additional material enjoyable, and as always, I would welcome your feedback.

Andy Jarvis

Andy has over 25 years of experience as a Technology leader with experience across multiple industries globally including the Finance sector having worked in trust, fund, family office and banking institutions, and more recently in telecoms, engineering and manufacturing. He specialises in technology transformation and operations management; he has led multiple complex programmes within global organisations and managed technical and non-technical projects. He has helped global organisations modernise technology and create efficiency and automation in operations, adopt appropriate and cost-effective cloud services, rationalised global infrastructure & modernised communications. He is experienced with Start-ups through to FTSE100 organisations. Specialising in merger and acquisitions, scale up, technology strategy, enterprise architecture, operational management, and digital transformation. He brings a talent for understanding complex technical systems, simplifying design, and delivering results. Andy is based in Jersey but has worked and managed projects in several locations including UK Mainland, Crown Dependencies, Switzerland, USA, Asia, and South Africa.

4 responses

Robert Palazzini says:

26/09/2023 at 07:19

Hi Paul, would love to read your guide.

Reply
1. Paul Every says:
  
  26/09/2023 at 14:16
  
  Rob, You can download the paper using this link https://solitaireconsulting.hubspotpagebuilder.eu/tcsp-white-paper-1
  
  Reply
Robert Surcouf says:

26/09/2023 at 07:49

Dear Paul

Could I receive a copy of the report please.

Reply
1. Paul Every says:
  
  26/09/2023 at 14:20
  
  Hi Robert, this link should allow you to download the guide: https://solitaireconsulting.hubspotpagebuilder.eu/tcsp-white-paper-1 (and unlike the first one, it works 😉 )
  
  Reply

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