Continuum are the Alteryx UK and Northern Europe Partner of the Year primarily based on their success in the offshore finance sector broadening into international projects.
Alteryx is a ‘no code’ solution for preparing, blending and analysing data from any source including flat files, databases and APIs. The resulting datasets can be exported to Excel or presented in tools like PowerBI.
Based in Jersey, Continuum have specialised in the financial services sector and have clients using Alteryx alongside many of the leading trust and corporate services systems such as 5Series, Acumen, NavOne, Viewpoint etc.
Solitaire Consulting have adopted Alteryx as our tool of choice for various data migration and analytics applications.
Corlytics is helping compliance, risk, legal and audit teams globally. We monitor, assess, map and align regulatory changes in order to alert relevant areas of the business.
Corlytics enriches the information with regulatory risk intelligence and analytics enabling firms to plan and prioritise compliance and monitoring activities and determine exposure to regulatory risk. The complex regulatory information is visualised within practical, powerful interactive dashboards.
Collaboration to achieve client success
Cygnetise is a customizable, encrypted database designed to simplify and automate the process of managing authorised signer lists and bank mandates or any other register of signing authority.
For many firms this process is typically highly manual, time-consuming and prone to errors, which present financial, operational and reputational risk.
Via Cygnetise’s web based platform with security and audit built at its core, treasury / legal / operations teams can move away from Excel and Word based “systems” to something secure and fit for purpose.
User access control and tracking of any changes is stored in an immutable log, thus providing proper risk controls, and any lists can be distributed and tracked directly from the platform.
Solitaire Consuling are a business introducer for Cygnetise.
KYC360 is an industry-leading innovator of AML onboarding, screening and in-life monitoring technology.
Established in 2016 by the original founder of the International Compliance Association, they have over 50 years of experience investigating and remediating businesses’ AML compliance environments.
KYC360 is now a data driven company providing screening and onboarding technologies to the wealth management and other financial services businesses.
Solitaire Consulting has implemented KYC360 technologies in several of its clients and now supports them with introductions and advice.
Landytech are a leading provider of investment data and monitoring services. Landytech Sesame automates bookkeeping for fiduciaries, trustees and family offices, whilst providing digitalised investment monitoring.
Solitaire Consulting have partnered with Landytech to introduce their services to trust companies and associated wealth management businesses, and act as implementation partner to integrate Sesame’s API with core trust administration and bookkeeping systems from vendors including TrustQuay, Vega Technology and Viewpoint.
RiskSmart is a risk management platform that puts simplicity first. Whether you’re tired of spreadsheets, outgrowing your processes, or just want everything in one place, RiskSmart keeps you confident and compliant.
Grow confidently with a simple, automated platform for managing your entire risk cycle. No more spreadsheets. No more communication issues. No more manual processes. Shield your reputation with compliance management software for businesses of all sizes. Evidence control history, bundle key documents together, and let us sweat the regulatory changes. Complete the full 360 view of your business and finally wave goodbye to admin with a hub for storing, creating, and reviewing your business’s key policies. One version of the truth, always.
Solitaire Consulting is delighted to offer the high effective platform to its clients to simply manage risk.
At Praxonomy, their mission is to help and empower boards by enabling them to become more efficient, effective, and compliant with a powerful, accessible, and innovative software solution. Praxonomy’s governance solutions are designed to be easily implemented, intuitive, and effective.
Their guiding principles were that anything we make must be simple, affordable and secure.
They launched their flagship product, Boardlogic, a board meeting management solution, in late 2018. Today, Praxonomy is a leading board software company offering a solution to digitally transform boards of organisations across multiple industries.
MBS provide document management services and solutions to a growing international client base. Their philosophy is to deliver quality business solutions & services that drive efficiencies, save time, assist with compliance and enhance the way clients work. MBS are leading provider of Laserfiche document management solutions.
Solitaire Consulting are change management partners for MBS helping their offshore client base with pre-implementation surveys, project and change management, and process improvement projects.
CoSteer delivers real-time data that gives organisations – the right insight, tools, resources and support to understand which lever should you as an organisation pull to maximise your overall performance and growth across all levels.
CoSteer does this through their proprietary technology GOVindicia – through the power of AI and machine learning – behavioural science and evolutionary psychology – and some clever mathematics!
CoSteer turns organisations into murmurations.
Flanks is an open Wealth data solution, seamlessly connecting with financial entities and agnostic of the connection type needed.
They provide family offices with a comprehensive 360° view of their clients’ wealth, no matter how many entities they work with. Ensuring you and, your clients have full transparency on their wealth.
With Flanks, family offices can scale their wealth management services and optimise their operational efficiency
Unlock your business potential with Quantios SaaS solutions.
Designed by industry experts to optimise compliance, boost efficiency, control risk, and accelerate growth.
Their mission is to provide cloud solutions for the Trust and Corporate Services industry, aimed at enhancing our clients’ operational efficiency, ensuring data integrity, and simplifying regulatory compliance
A software solution that streamlines your Corporate Services and Trust Administration processes.
PlainSail is an independent software company serving the trust and corporate services administration industry. Since it’s launch in 2018, PlainSail has grown organically with a fresh, user-centred approach and now has clients in Jersey, Guernsey, Switzerland, Monaco, the Middle East and USA.
Note: Solitaire Consulting is not responsible for the content of any external internet site
KoP Consultancy have been in operation since 2015 providing programme and project management, business analysis, training and development services.
Their experience covers acquisitions, customer and business liaison, analysis, testing, implementation and training with customers based in the Channel Islands, Offshore and the UK. Clients benefit from their expertise and knowledge in external applications such as those used in Legal, Trust and Administration, Wealth and Fund Management based on the fact they have all directly worked within the specialised sectors as individuals, therefore understanding the business needs of the applications as well as the system functionality. From November 2023 they will act as Associates through their partnership with Solitaire Consulting.
They are also direct iManage partners as well as Smartsheet partners through their relationship with Cheetah Transformation.
Solitaire Consulting have adopted Smartsheet as our tool of choice for Project solutions.
Solitaire Consulting is proud to be a sponsor of Genuine Jersey.
Genuine Jersey was launched in 2001 to promote the diversity and quality of local produce and products. Since the Association started it has attracted a loyal and enthusiastic membership. While some members ensure the survival of Jersey’s heritage and traditions others are at the forefront of introducing pioneering farming methods, new crops or exploring previously untapped international markets.
As a local small business Solitaire Consulting Limited knows how difficult it can be to grow a successful business in the island. Our sponsorship of Genuine Jersey is one way we are giving something back to Jersey and helping to ensure the success of local producers.
Download the presentations from the Business Improvement Masterclasses run exclusively for Genuine Jersey Members.
MENU
CONTACT
Solitaire Consulting Limited
De Carteret House,
7 Castle Street,
St Helier,
Jersey, JE2 3BT
T: +44 (0) 203 287 4191
E: info@solitaireconsulting.com
Solitaire Consulting Limited is a sponsor of Genuine Jersey, supporting local produce and products.
© Copyright 2024 Solitaire Consulting Limited | Registered Office: Baytree House, Queens Road, St Helier, Jersey, JE2 3DR | Registered in Jersey No: 107663
Solitaire Consulting Limited
De Carteret House,
7 Castle Street,
St Helier,
Jersey, JE2 3BT
T: +44 (0) 203 287 4191
E: info@solitaireconsulting.com
© Copyright 2024 Solitaire Consulting Limited.
Registered Office: Baytree House, Queens Road, St Helier, Jersey, JE2 3DR.
Registered in Jersey No: 107663.
