Deliver scalable advice

Manage your business, manage your advice process with WealthCraft CRM and financial planning suite.


Increase relationship manager productivity

Practice Management

All you need to achieve scale in your business.

  • Templates
  • Pre-populated documents
  • Workflows and task management
  • Pipeline
  • Dashboard
  • Business units and teams

Client Management

With everything in one place it's easy to know your client.

  • Central repository of client data
  • Document management
  • Audit log of client relationship
  • Integrated investor portal
  • Client access controlled by you

Manage compliance

Risk profile

We use Oxford Risk as our fully integrated risk profile solution (or you can implement your own).

Portfolio management

  • Large foundation of market data¬†feeds
  • Portfolio valuation services
  • Product catalog and research
  • Portfolio recommendations and switching
  • Advice documents

Enhance your brand

Powerful e-marketing and communication

  • Segment clients and save as groups
  • Store marketing materials
  • Create newsletter templates
  • Communicate easily with Quick Campaigns
  • Track results with marketing analysis
  • Simple to use mail merge and reporting

Run own-branded reports across your business

  • Business information
  • Portfolio performance
  • Client relationship logs
  • Commission/fees tracking
  • and more...

Contact Praemium

Level 19, 367 Collins Street Melbourne, 3000

1800 571 881