True, seamless and powerful integration to help you create a streamlined and agile business.
- WealthCraft's CRM and financial planning suite allows you to generate leads, convert to clients, create a financial plan and select models.
- Your selected model portfolios are set up and managed in Praemium's SMA, and administered by our powerful portfolio administration capability.
- Finally, the portfolio administration engine provides powerful your-branded reports that are accessible directly or through WealthCraft and the Investor Portal.
Praemium's suite is truly end to end.