Issue 2 8 January 2008
happy new year!
All the staff at Præmium wish you a Happy New Year and look forward to working with you through-out 2008.
To kick-start the New Year, we wanted to remind you of some of the additional services that we provide. These services are available to both existing and new V-Wrap clients and really should help you get the most out of Præmium during 2008.
kick start 2008 with the implementation service
Designed to help you super-charge the use of V-Wrap within your business, the Implementation Service is available to both new and existing clients.
What is the Implementation Service?
Many of our clients have told us the most difficult step to getting the full benefit out of V-Wrap is getting the client portfolios set up. This can include new users of V-Wrap who are setting up portfolios for the first time, and also firms who have been using V-Wrap for some time but struggle to find the time to load new client portfolios onto the system. The Implementation Service helps you overcome this problem.
Our experienced Client Support staff will come into your office and work alongside your own administration staff to ensure new portfolios are loaded onto V-Wrap and are ready to go.
How does this benefit your business?
- fast & easy way to load up new portfolios
- maximises your use of V-Wrap within the shortest time
- saves time for your administration staff
- reduces the learning curve for your administration staff
- saves time & money
- improves your back office processes
- gives administration staff a head-start
Loading up additional portfolios now will also means they will be up & running on V-Wrap ready to streamline your end of financial year processes.
What does the Implementation Service cover?
- creation & set up of portfolios
- setting up of users/client access to the system
- loading historical transaction information into the system, either from source documentation or as a conversion from an application that Præmium interfaces with
- setting up links to receive client trading and banking transactions
- creating cashbooks and codes to manage non-ASX assets
- uploading cash transactions
- setting up variable service attributes to suit your business needs
What does it cost?
Previously you may have needed to divert your administrators time or hire a temp to load up new portfolios. However, as our staff are experienced they can load the same number of portfolios in 2 days that a temp might achieve in 2 weeks. In addition, your administration staff will have the benefit of learning from working alongside our experienced Client Support Staff.
Costs for the Implementation Service are:
- $1500 plus GST for two days inclusive, plus any travel expenses & accommodation
- any subsequent days required will be charged at $750 plus GST per day, plus any additional travel & accommodation costs
To find out more or book your Implementation Service
Call 03 8622 1222 to speak to our Client Support team.
Download the Implementation Service flyer.
get access to market data: p-Desktop
Launched in June 2007, p-Desktop is a powerful live market data service which is fully integrated with your badged V-Wrap service.
p-Desktop features
- intra-day pricing, valuations & tax calcuations for your client's V-Wrap portfolios
- market data including:
- stock prices & indices
- trades & turnover
- charts & market depth
- market activity and company news
- dividends
- portfolio modelling functionality for licenced advisers
- advanced Statement of Advice features
- efficient portfolio & security search functionality
- security watch lists
Free to existing V-Wrap users
As an existing V-Wrap user, p-Desktop is provided to you free of charge with 20 minute delayed data.
You can choose to upgrade the service to include live streaming or on-demand data for a low flat fee per month.
Provide p-Desktop to your clients
You can also provide the p-Desktop service to your whole client base, or a select group of clients. 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.
Clients who already have a V-Wrap portfolio can see their portfolio integrated within p-Desktop, enabling them to view intra-day valuations along with 20 minute delayed market data.
Alternatively you could use p-Desktop as a marketing tool to increase portfolios under administration on V-Wrap. If you provide p-Desktop to clients who do not have an existing V-Wrap portfolio, they will see a range of sample performance and tax reports. Accompanying these sample reports will be your personalised sales message encouraging them to step up a level to your badged administration service so they can see reports on their own portfolio.
Kick-start with the Implementation Service
If you have a range of clients who would benefit from access to p-Desktop but don't yet have a V-Wrap portfolio, the Implementation Service is a good way for you to quickly load these client portfolios so that you can provide them with access to p-Desktop as soon as possible.
To find out more
Call 03 8622 1222 to speak to our Client Support team.
Download the p-Desktop flyer.
recent announcements
In case you missed the following announcement from Præmium, you can read it by clicking the link below:
- Significant Milestone in UK SMA process (02 January 2008)
You can view ASX Announcements at any time by visiting our website.
in this issue...
tip of the month!
identifying billable portfolios
If you need to find out the anniversary of a particular portfolio, or to find out what portfolios are billable in a particular month, the Level 12 administrator has access to a "billable accounts" button on the main screen which can be clicked to display this information.
Remember to either close or delete any portfolios you no longer wish to subscribe to before the end of their anniversary month to avoid them being included in the invoice.
staff member profile
Sean Crisp
Client Service Manager
How long have you worked at Præmium?
2 1/2 years
What are your key responsibilities?
My primary responsibility is to ensure that clients receive quality service and excellent training.
This includes ensuring that the clent service team has appropriate skills & knowledge to deliver high quality service, that system issues are highlighted to the IT team, that client feedback is taken on board and that system enhancements & issues are properly tested prior to release.
What is your career background?
I have worked in the financial services industry all of my life, through my interest from my father in stockbroking. I worked with ANZ for a year in custody, then Perpetual for 14 years and NAB for two years before moving to Præmium.
What was your first job and how much were you paid?
ANZ Nominees back in 1988. From memory I was paid in the 4 figures (not even $10k pa)
What book are you currently reading?
Tobruk - Peter Fitzsimmons (it's a great read, just like Kokoda)
What is the one thing you'd take with you to a desert island?
A boat
What is your perfect weekend?
Taking the dog for an early morning walk down at Hampton Beach, going for lunch to T'gallant winery in Mornington, then spending the rest of the day with family & friends at the beach.