p-Desktop is a powerful live market data service which is fully integrated with your badged V-Wrap service to provide the ultimate portfolio administration solution.
As a fully integrated web application delivering intra-day pricing and detailed market data, p-Desktop gives you even more powerful portfolio modeling, administration and management for your client's portfolios. Integration with your badged V-Wrap service also helps you engage with more clients more often, giving you greater distribution of your service and increased revenue potential through active management of a larger base.
Live market data
With market data available either on a live feed or 20 minute delay, p-Desktop allows you to access:
Real-time client reporting
Integration with V-Wrap enables you to generate real-time client reports, including valuations, performance and realised and unrealised capital gains reporting.
Portfolio modeling & Statement of Advice
Available only to licenced advisers, the portfolio modeling capability allows you to conduct rapid reviews of equity portfolios and generate a short form Statement of Advice, customised to meet your own compliance and branding requirements.
Your clients will benefit from a more proactively monitored portfolio, while your business will benefit from the increased revenue opportunity to engage more clients more often.
Client access
Offer your clients the ability to access 20-minute delay market data to satisfy their increasing desire for information as they become more comfortable with investing. Clients with existing V-Wrap portfolios will also see their own portfolio fully updated with the latest information.
If your client's portfolio isn't already administered on V-Wrap, market data will be shown alongside a sample V-Wrap portfolio and your personalised message to encourage them to step up a level to your badged administration service.
By increasing your client engagement opportunities and the timeliness of client communications, p-Desktop really gives you the opportunity to uplift your revenue.
By increasing your client engagement opportunities and the timeliness of client communications, p-Desktop really gives you the opportunity to uplift your revenue.
p-Desktop is available exclusively to V-Wrap and SMA subscribers.
Depending on your data requirements, p-Desktop is available either as live streaming for a low flat fee per month, up to date static data on demand for only a few dollars a week or 20 minute delayed data for free.
To find out more about p-Desktop, contact Præmium today.
Telephone: 03 8622 1222
Email: mail@praemium.com.au