For over a decade, Global Wealth Management Solutions (GWMS) has relied on ctm to modernise and maintain their IT systems, supporting their growth and enabling seamless global operations. The transition to a fully cloud-based setup, paired with ctm’s 24/7 support, has empowered GWMS to deliver exceptional service worldwide while enhancing efficiency and flexibility.
“Our relationship with ctm is as good as it gets. They do a very good job, they are excellent people, and I thoroughly recommend them.
“We trust ctm because they don’t over-promise, they over-deliver — and keep delivering each day.”David Parker, Founder and CEO
GWMS, a leader in third-party financial products to more than 400 global intermediaries and investors, relies on dependable, flexible IT. In 2013, they turned to ctm to upgrade their outdated IT systems.
“Previously, our IT support was a one-man band. We needed more reliable and consistently available support,” recalls Jess French, Head of Accounting and Audit at GWMS.
Remote working capabilities were constrained by onsite servers. GWMS’s custom line-of-business system, FIS, could only be accessed onsite, meaning office computers needed to stay on constantly.
“Our office computers always had to be on so we could connect remotely. If there was a power cut, we’d have to call the building and get someone to physically go and turn them back on. It wasn’t efficient.”Jess French, Head of Accounting and Audit
Since partnering with ctm, GWMS has enjoyed dependable IT tailored to their evolving requirements. “ctm always provide good service and come up with sensible solutions for our needs,” says David Parker, GWMS’s Founder and CEO.
GWMS’s clients demand excellence, making reliable, top-tier IT essential. “If your computer doesn’t work, you can’t interact with clients — it’s that simple,” David says. “No matter where we are in the world, we expect our devices to work seamlessly, and ctm ensure that happens.”
“ctm’s technical expertise is excellent. Everything functions well: our IT stays up to date, we can communicate with clients, and work all over the world.”David Parker, Founder and CEO
"ctm help keep everything running smoothly. There’s no waiting around — they provide quick, reliable support,” Jess says.
One of the most impactful changes ctm brought to GWMS was migrating their IT to the cloud, allowing uninterrupted operations during the COVID-19 pandemic.
“It enabled us to shut down our main office and everybody to work from home very efficiently all around the world — from Africa to Andorra to Dubai,” David explains.
“Moving our IT infrastructure to the cloud enabled us to run a global business without having to worry about running a server in the office.”David Parker, Founder and CEO
“The main benefit of moving to the cloud is that it’s much more efficient. You can log on anytime, it’s more reliable, and it simply works better for us,” Jess says. It has also strengthened GWMS’s security posture.
The shift was so successful that GWMS were able to fully embrace remote work with their global footprint.
For GWMS, ctm’s responsive and friendly support has been invaluable, keeping operations running smoothly around the clock.
“What I value most about ctm is their ability to be on call 24/7, wherever we are in the world. Whenever we need them, they’re available to help in that particular crisis moment,” David says.
“The option to call someone at any time — even on weekends — who can remotely access and support your laptop is invaluable. ctm going that extra mile really makes a difference.”
Jess praises ctm’s approachable and knowledgeable team. “The best thing about ctm is the people and how easy it is to get in touch. For urgent issues, I call; for less urgent issues, I email, and they respond promptly. Everyone is so kind and approachable — they never make me feel like I’m asking daft questions."
“ctm’s support is brilliant. There’s always someone friendly on the end of the phone, and they’re polite, efficient, and very knowledgeable — a truly lovely team.”Jess French, Head of Accounting and Audit
ctm’s proactive, up-to-date advice provides additional peace of mind. “We've always relied on ctm’s advice about IT and cybersecurity,” Jess says. “They make sure we know what we need and what’s available, which is valuable because we’re not IT experts — they are.”
Switching to a cloud-based system has brought major strategic benefits, eliminating the need for a physical office and freeing resources for client service and growth.
“Not having to pay for large offices or commute into town every day gives you back significant amounts of time to spend talking to clients,” notes David.
The flexibility to work from anywhere with an efficient, secure IT setup has allowed GWMS to broaden their international presence, operating seamlessly across multiple countries and time zones.
“ctm’s support has enabled us to evolve. We can work from home and access 80–90 different countries, giving us genuine global reach.”David Parker, Founder and CEO
The strong foundation of trust between GWMS and ctm is rooted in reliability, exemplary service, and a deep understanding of the company’s needs. “We trust ctm because they don’t over-promise, they over-deliver — and keep delivering each day,” David says.
“ctm are always there. They’ve never let us down in all the time we’ve worked with them,” Jess concludes.
For GWMS, having ctm as a trusted IT partner has been key to delivering high-quality service and staying ahead in a competitive industry.
“Our relationship with ctm is as good as it gets. They do a very good job, they’re excellent people, and I thoroughly recommend them.”David Parker, Founder and CEO
