This White Paper provides a comprehensive guide to the software systems used by international trust companies and corporate services providers.
First published in 2021. This version updated in November 2022.
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About the author
Paul Every has been advising technology companies and providers of Trust Administration & Corporate Services for over a decade. During this time he has developed an extensive knowledge of the technology systems and vendors that support this important and growing area of international financial services.
Paul is based in Jersey, Channel Islands, but has a client base and contacts across many of the world's International Finance Centres.
Paul is a Chartered IT Professional, Chartered Engineer and member of the BCS, Association of Project Managers and Chartered Management Institute.
Most of the vendors and systems included in this guide are known to Solitaire Consulting and I have either implemented, replaced or upgraded them over the past decade.
The inclusion of a system in this guide does not imply any endorsement or recommendation. Conversely, any system / vendor omitted from the guide will only be because I am not (yet!) aware of its existence and have not come across it before.
Market Leading Providers
To be in this section the vendors must have a strong track record of supporting the global market through the provision of fully integrated ERP systems.
They will have strong and stable businesses capable of supporting their systems and continually investing to meet customer and regulatory demands.
Vendors and systems in this category are either fully functional ‘ERP-like’ systems that serve a limited market or they are vendors that only support a sub-set of functionality required by a Trust and Corporate Services Provider.
Vendors in this section are those who aspire to be market leading but either have software that lacks the full capability of the market leaders, or who only serve a limited market.
To be in the Challenger category the vendor has to have the potential to achieve market leading status.
This section includes related products that support the Trust and Corporate Services industry and generally rely on integration with one of the core ERP-like systems described in the other sections.