Integration

Praemium's fully integrated suite

True, seamless and powerful integration to help you create a streamlined and agile business. 

  • WealthCraft's CRM and financial planning suite allows you to generate leads, convert to clients, create a financial plan and select models.
  • Your selected model portfolios are set up and managed in Praemium's SMA, and administered by our powerful portfolio administration capability.
  • Finally, the portfolio administration engine provides powerful your-branded reports that are accessible directly or through WealthCraft and the Investor Portal.

Praemium's suite is truly end to end.

Praemium's suite is truly integrated

Praemium's suite is truly integrated

Contact Praemium

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

+44 (0) 1534 765 450