About Cyan Wealth Solutions

Simon Ray - Consultant

Ex-Group COO for full service AIM listed wealth management company
Successful career as Authorised Discretionary Investment Manager
Chartered Member of CISI

Areas of expertise

Client Money & Assets (CASS)
Pooled and Segregated Custodians
Trade & Settlement
Back Office and Middle Office Management
Financial Advice Flow & Operations
Market Terminals
Compliance Oversight
Software & report design
IT systems installation and maintenance
Cloud solutions
Systems experience
- Pulse/Symphony
- Intelliflo
- SQL
- Crystal Reports
- Altimis
- Eximius
- IMiX
- Xplan