Praemium is a global organisation, head-quartered in Australia, which supports a variety of tailored advice strategies, enabling advisers and clients to see all their investment assets in one place. Every portfolio is kept in-line with its investment strategy via Praemium’s rebalancing engine, whilst their integrated Managed Accounts platform assists wealth advisers to deliver great investor experiences and outcomes.
HQ: Melbourne, Australia
Product Demo’d: WealthCraft -Praemium’s digital engagement platform
Presenter(s): Robert Bowers, Product Manager Financial Advice Software – UK
- Streamlined advice process for both advisers and clients
- Provides personalised and targeted marketing, digital fact find, risk profiling and secure client portal
- AI tracking to assist advice firm to review and understand their business process flow
Praemium Wealthcraft – in their own words:
Praemium’s WealthCraft is the digital engagement tool allowing investors and advisers to be front at the centre of advice process. WealthCraft, built as an upgrade to Plum Software is a practice management system built on Dynamics 365 online allowing complete integration within an advisory business as well as many other trusted providers. At the core of the offering is an end to end workflow of the entire on-boarding and review process. It can start as early as receiving a business card or contact email, plan through the advice process, ensure effective implementation and finalise with powerful remuneration reconciliation. With powerful collaboration tools such as digital fact-finding, risk profiling and client onboarding, WealthCraft creates a secure portal to maintain a relationship, remove the need of double entry of data and unnecessary paper altogether.