Præmium’s V-Wrap and p-Desktop services provide financial planners with the rare opportunity to cut costs for your clients while also building value in your business.
Præmium’s services are particularly suited to financial planners who:
Available for a low flat fee per portfolio, V-Wrap allows you to pass on cost savings to your clients whilst also increasing your own revenues. Key features include:
Live market data system, free of charge to V-Wrap usersp-Desktop is a powerful live market data service which is fully integrated with your badged V-Wrap service. Available free of charge with 20 minute delayed data to all V-Wrap users, p-Desktop’s key features include:
Although we provide the service free of charge to you, you can charge your clients for this valuable service thereby deriving an additional revenue stream. You can also upgrade the service to include live streaming or on demand data for a low flat fee per month.