Why Client Portals
Solitaire Consulting partner Vega Solutions, have produced a White Paper to explain why they think portals are so important for businesses today.
TrustQuay: the new name of Microgen and Touchstone
Following the merger of Microgen and Touchstone, the combined business has announced its new name and brand as TrustQuay The announcement was made in a press release on Monday 1st June 2020. TrustQuay has become the leading provider of technology to the trust and corporate services market, serving more than 450 clients and 15,000 users […]
TrustQuay 5Series now includes Laserfiche integration
The latest release of TrustQuay 5Series, version 4.98, was launched in May 2020. It includes a combination of new functionality, incremental improvements and fixes. Most notable is the integration with Laserfiche, the enterprise content management system and new functions to support regulatory compliance. Note: TrustQuay is the new name of the combined businesses of Microgen […]
Why Electronic Signatures should be the norm
In a world where so much is now digital are you still relying on ‘wet ink’ signatures? Whether you need to get signatures from clients, or you have internal processes requiring a signature, there are likely to be many benefits of going digital. Writing this article in April 2020, the majority of your colleagues and […]
Technology tips to help manage your remote working teams
Over the last couple of weeks nearly all of us have adapted our ways of working. I’m not going to pretend to know exactly what to do right now or have all the answers. Any one who does is either lying or deluded! What we can do is apply the lessons of what worked in […]
The impact of the Coronavirus crisis on Meaning and Purpose
Written by Tim Rogers, Associate Consultant Solitaire Consulting Ltd We are very often defined by what we do. We do not say he or she does accountancy we say they are an accountant. We even define ourselves by what we do. We would not say I do triathlon, but we might say I am a […]
Case Study: Jersey Royal Consultation Project
This Case Study describes a project undertaken in 2019 in conjunction with Adapt Consulting Company, working on behalf of Solitaire Consulting. “The autumn 2019 consultation on the Jersey Royal Industry has been a breath of fresh air with broad consultation, good cooperation and significant consensus. We need to keep-up this good work in 2020 and […]
Five WealthTech Predictions for 2020
WealthTech is the application of technology to support the wealth management industry. It can be considered as being part of the much broader umbrella term of FinTech. In the context of this article I am considering WealthTech specifically as it relates to the offshore wealth management sector. This includes trust and fund administration companies and […]
Microgen & Touchstone complete merger
Microgen Financial Services and Touchstone Wealth Management announce the completion of their merger. This follows full clearance from all relevant authorities. The deal was first announced in November 2019, which followed a period of due diligence by Silverfleet Capital. Silverfleet have provided the funding for the merger. Read more on my blog from 25 November. […]
Managing the Collaboration Dilemma
Using document collaboration tools and secure web portals to enable collaboration without compromising security. All businesses need to be able to collaborate effectively with employees, clients and their supply chain. There is nothing new here, this has always been the case. However, in today’s interconnected world this collaboration needs to be electronic, over the internet […]
