Client Relationship Management (CRM)
You, your team, your business
Access, create and complete all your tasks and appointments, whenever, wherever.
- Define – Set up workflows and reminders for all steps required to complete the job.
- Track – Record all emails and all communications against your client at the click of a button.
- Communicate – Communicate and collaborate with your peers.
Praemium's e-marketing and campaign management make it easy to stay in touch.
- Set up newsletter and email templates with your brand and style
- Filter contacts and create groups
- Deliver targeted email messages and marketing campaigns
- Capture data, analyse campaign effectiveness, manage leads
Access your entire business whenever, wherever.
- Data security and constant backups leave you safe and worry free
- Access your history from day one without the need to maintain archives
- Manage documents online to access, share and collaborate
- Correspondence and documents saved in the client record for easy retrieval.
Creating the right plan for your clients
Helping your clients plan for their future has never been easier.
- Collaborate – you and your clients set and work toward goals.
- Advise – you select appropriate investments for their goals and risk appetites.
- Inform – you provide accurate reports and access to their own modern and intuitive investor portal.
Input once, manage the entire advice process
- Fact find and set goals
- Risk profiler - Oxford Risk or select your own
- ID and compliance checking
- Daily data feeds for accurate valuations
Plan, select, recommend
- Risk protection quoting tools
- Portfolio construction and access to a wide variety of market research
- Future planning and modelling
- Statement of Advice/Suitability Letter generation
Maintain oversight of portfolios with measurable metrics.
- Monitor investment manager performance
- Easily switch model portfolios as required
- Provide transparency of holdings and fees
- Create own-branded and custom report packs