Contemi Solutions

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Contemi's award winning Wealth Intelligence (WIN) - Defined by our customers, created by our people

Contemi's award winning Wealth Intelligence (WIN) platform has been at the forefront of digitising the wealth management and wider financial services industry. Contemi's aim is to build innovative software that increases efficiency, ensures compliance and enables further growth & profitability

Contemi, through the acquisition of Dion, have been at the forefront of digitisation in the wealth management, private banking and wider financial services industry for more than 25 years. During this time, we have developed innovative solutions on the frontier where industry experience meets cutting edge technology, in a world of constant change and evolution. Contemi's Wealth Intelligence (WIN) platform now provides an award winning, fully integrated front to back wealth management platform, in addition to modular components designed to enhance existing processes and systems and ‘best of breed’ standalone solutions.

Throughout this period we have looked upon our customers as partners and asked them to help define the direction of our shared journey; and together, we have successfully navigated many challenges. We have a record of ensuring our partners have the tools necessary to run their businesses, remaining compliant during a time of significant regulatory change, whist facilitating significant improvements in efficiency, supporting their growth and allowing them to ‘do more with less’.

Contemi Solutions Solutions


Wealth Intelligence's award winning Analytics module provides intuitive, real-time intelligence helping you to make informed decisions. Customisable dashboards and visualisations use data from multiple sources to provide clear business intelligence, management information, compliance oversight and clear risk indicators to any stakeholder. A faster, deeper view of all your data, in one......

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Client Onboarding & Lifecycle Management

Wealth intelligence's Client Onboarding & Lifecycle Management solution reduces the time and cost of onboarding new clients while remaining compliant for KYC, AML and Suitability regulations: Track your prospect from initial contact through to signing as a client Web based onboarding allows client self service, relationship / investment manager assisted service and remote......

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Client Portal & Mobile Apps

Web based dashboards allow investment managers to publish intraday or daily holdings, cash and instrument transactions, valuations, performance measures and mandate variance to their clients within a company defined layout. Clients are able to amend / reorganise the layout to suit their preferences, providing a personalised form for data consumption.......

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Corporate Actions

Wealth Intelligence's Corporate Action solution will improve your corporate actions data, ensuring no event is missed or erroneous information provided to and acted upon by internal decision makers or external clients. It will provide processing visibility against workflows specific to any event type, ensuring compliance to best practice and adhesion......

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Wealth Intelligence (WIN)

Contemi's award winning Wealth Intelligence (WIN) solution is a fully integrated, modular tool box catering for exacting requirements of the wealth management and private banking industry. Individually, modules provide 'best of breed' point solutions to solve specific challenges. Deployed together, these modules provide an intuitive, function rich, full front to......

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