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Chelmer Overview

Chelmer is an investment management software designed to help financial firms manage portfolios, track market trends, and optimize asset performance. This platform provides tools for monitoring investments, evaluating portfolio returns, and maintaining client communications, supporting effective wealth management. Chelmer’s analytics offer insights into market performance, risk exposure, and client portfolios, enabling data-driven investment strategies. The software’s integration with CRM and financial systems ensures cohesive client management. Ideal for investment advisors and asset managers, Chelmer enhances portfolio tracking, improves client relations, and supports informed financial decisions through comprehensive investment management capabilities.

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Contact Details

  • Vendor Name Chelmer
  • Founded
  • Location New Zealand

Support

    NA

Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English

Industries

Investment Management, Real Estate, Venture Capital

Chelmer Features

  • Arrow Icon Expense Tracking
  • Arrow Icon Forecasting
  • Arrow Icon Template Management
  • Arrow Icon Relationship Tracking
  • Arrow Icon Interaction Tracking
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Activity Tracking
  • Arrow Icon Client Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Sales Reports
  • Arrow Icon Email Management
  • Arrow Icon CRM
  • Arrow Icon Search/Filter
  • Arrow Icon Email Marketing
  • Arrow Icon Task Management
  • Arrow Icon Document Management
  • Arrow Icon Lead Management
  • Arrow Icon Calendar Management
  • Arrow Icon Customer Database
  • Arrow Icon Campaign Management
  • Arrow Icon Marketing Automation
  • Arrow Icon Activity Dashboard
  • Arrow Icon Territory Management
  • Arrow Icon Contact Management
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon For Financial Institutions
  • Arrow Icon Financial Management
  • Arrow Icon Risk Management
  • Arrow Icon Compliance Management
  • Arrow Icon Financial Analysis
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Customer Engagement
  • Arrow Icon Electronic Payments
  • Arrow Icon CRM
  • Arrow Icon Forecasting
  • Arrow Icon Transaction Monitoring
  • Arrow Icon Financial Management
  • Arrow Icon Performance Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon For Financial Institutions
  • Arrow Icon Asset Lifecycle Management
  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management
  • Arrow Icon Client Management
  • Arrow Icon Wash Sale Detection
  • Arrow Icon Risk Management
  • Arrow Icon For Traders
  • Arrow Icon Financial Analysis
  • Arrow Icon Portfolio Accounting
  • Arrow Icon Portfolio Management
  • Arrow Icon Tax Management
  • Arrow Icon Stock Management
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon For Investment Advisors
  • Arrow Icon Alerts/Notifications

Chelmer Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • NZD ($) NZD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Chelmer FAQs

Chelmer is an investment management software designed to help financial firms manage portfolios, track market trends, and optimize asset performance. This platform provides tools for monitoring investments, evaluating portfolio returns, and maintaining client communications, supporting effective wealth management. Chelmer’s analytics offer insights into market performance, risk exposure, and client portfolios, enabling data-driven investment strategies. The software’s integration with CRM and financial systems ensures cohesive client management. Ideal for investment advisors and asset managers, Chelmer enhances portfolio tracking, improves client relations, and supports informed financial decisions through comprehensive investment management capabilities.

  • No, Chelmer does not offer a free version.

  • Yes, Chelmer offers a free trial.

  • No, Credit Card details are not required for the Chelmer trial.

  • No, Chelmer does not offer an API.

  • Chelmer supports the following languages:
    • English

  • Following are the typical users of the Chelmer:
    • Self-Employed , Small-Business , Midsize-Business

  • Chelmer supports the following deployment:
    • Cloud Hosted

  • Chelmer supports the following devices and operating systems:
    • Web-Based