The integrated office
A CRM that brings all your processes and data under one roof
- Organise around the client record using a powerful CRM with an inbuilt back-office.
- Seamlessly communicate with your clients and with your team.
- Grow your business with integrated e-commerce tools.
A fully integrated financial planning system
- Build scalable and repeatable advice workflows.
- Incorporate centralised investment strategies into the workflow from initial meetings to account setup.
- Manage your clients with the complete relationship at your fingertips.
A platform that frees up precious adviser time
- Insource investment management so you always retain the client relationship.
- Reduce compliance by implementing a Cenralised Investment Proposition (CIP) that keeps all clients in line with each other and with the model portfolio.
- Relax with auto-rebalancing that implements portfolio changes quickly and efficiently.
Praemium’s technology brings it all together
- Provide your clients with a mobile friendly view of their wealth.
- Be always on the same page with your clients. You can log in at the same time and view exactly what they see.
- Deliver active investment management that is cost effective and in real time.