How we do it

The integrated office

A CRM that brings all your processes and data under one roof

  • Organise around the client record using a powerful CRM with an inbuilt back-office. 
  • Seamlessly communicate with your clients and with your team.
  • Grow your business with integrated e-commerce tools.

Scalable advice

A fully integrated financial planning system 

  • Build scalable and repeatable advice workflows.
  • Incorporate centralised investment strategies into the workflow from initial meetings to account setup.
  • Manage your clients with the complete relationship at your fingertips.

Auto-rebalancing platform

A platform that frees up precious adviser time

  • Insource investment management so you always retain the client relationship.
  • Reduce compliance by implementing a Cenralised Investment Proposition (CIP) that keeps all clients in line with each other and with the model portfolio.
  • Relax with auto-rebalancing that implements portfolio changes quickly and efficiently.

Technology matters

Praemium’s technology brings it all together

  • Provide your clients with a mobile friendly view of their wealth.
  • Be always on the same page with your clients. You can log in at the same time and view exactly what they see. 
  • Deliver active investment management that is cost effective and in real time. 

Contact Praemium

3rd Floor East,
Salisbury House
1-9 Union Street, St Helier
JE2 3RF, Jersey

+44 (0) 1534 765 450