- Produce personalised reports and client summaries throughout the relationship.
- Track your progress and ensure you have the information you need in front of you.
- Calculate your clients achievements with accurate performance reports. Deliver advice with the information as you need it
- Use workflows to maintain a regular structure around servicing your clients. Define exactly how you managed the different clients you have
- Track the Compliance for each client, let the Praemium system remember when different documents are due for you.
(V-wrap performance report, Next review date workflow based on client grade, report builder)