Fathom Wealth Management Advisors (FATHOM WMA) partnered with Systemic to implement an advanced back-office system for advisory investment portfolios, enhancing their position as a provider of creative investment advice. Overcoming challenges such as migrating historical data, customizing software to align with operational processes, and providing continuous support, the collaboration yielded significant benefits. Tailored reports improved client satisfaction, robust security features ensured regulatory compliance, and the sophisticated system showcased FATHOM WMA’s professionalism. This collaboration fortified FATHOM WMA’s market position, driving growth and client retention in the competitive wealth management industry.

Hellenic Asset Management (HAM) partnered with Systemic to implement a comprehensive back-office system for private advisory portfolios, enhancing their reputation for total wealth management services. Despite challenges such as integrating with custodian banks for international market access, customizing the system for HAM’s specific needs, and ensuring scalability, the collaboration proved highly beneficial. Automation of routine tasks reduced manual intervention, minimized errors, and boosted operational efficiency, while timely portfolio performance reports enhanced client trust. This strategic collaboration allowed HAM to reallocate resources towards growth initiatives, driving expansion in the competitive wealth management sector.