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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. Certus Group 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.
The Certus Group is a global solutions provider focused on growing small and medium-sized businesses. Certus simply and cost effectively delivers the power of ERP to small companies via cutting edge cloud and mobile technologies. 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. For those who are “cloud shy” we offer on premise and hybrid solutions.
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