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Lynx celebrates 20 years in Wealth Management

Lynx Wealth Management Systems, the premier software solutions provider for the wealth management industry, this month celebrates 20 successful years providing trust, fund and private banking systems to the financial services industry across the world. Founded in Guernsey in 1984 by a dedicated team of IT specialists, Lynx now employs more than 100 people in its growing international network of offices and supplies its state-of-the-art 4Series software system to more than 220 clients in 23 different jurisdictions.

John Mosedale, managing director of Lynx Wealth Management Systems, believes the company’s success is a result of its ability to take a wider business perspective when addressing its customers’ needs. "The most important thing to Lynx is the needs of its customers; the way in which each customer needs to move and use its data. They need to be accurate, consistent and efficient in everything they do, and we help them to achieve this through effective use of advanced software solutions," he explains.

Lynx has experienced first hand the significant growth and change in the wealth management market over the past 20 years, and continues to drive new software product development that enables its customers to address the increasing challenges facing the industry today. The ability to allow their high net worth clients to access personal financial data via the Internet is just one example.

Looking forward, Mosedale believes successful software vendors will be the ones who embrace an open systems mentality to enable their customers to implement and integrate seamless processes quickly and cost effectively.

"It’s all about taking a wider business perspective, rather than a product focus. Lynx is committed to providing a wide range of products and services above and beyond the core wealth management software offering, because we appreciate our customers need to move and utilise data according to their unique requirements and business rules," Mosedale comments, "integration and automation are two of today’s key requirements enabling our customers to speed up business process whilst at the same time driving down operational costs".

To this end, Lynx has recently formed a series of strategic relationships with best-of-breed providers of complementary products and technologies, including FTID, Docucorp, ASL, iMeta and STB Systems, to offer complete data solutions to customers.

Lynx successful 4Series range of products has proved highly popular with financial organisations, from small independent operators to large multi-national organisations. The business underpins its effective customer partnerships with a bespoke service and support package to continually develop its products and services to meet the changing needs of its customers.

Today, thousands of administrators and managers log on to its systems every day, and billions of pounds are efficiently, accurately and securely processed. Lynx Wealth Management Systems also has offices in Southampton (UK), the Cayman Islands and the Isle of Man and operates through partners in Mauritius.