Manage and Review

  • Produce personalised reports and client summaries throughout the relationship.
  • Track your progress and ensure you have the information you need in front of you.
  • Calculate your clients achievements with accurate performance reports. Deliver advice with the information as you need it
  • Use workflows to maintain a regular structure around servicing your clients. Define exactly how you managed the different clients you have
  • Track the Compliance for each client, let the Praemium system remember when different documents are due for you.

(V-wrap performance report, Next review date workflow based on client grade, report builder)

Contact Praemium

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

+44 (0) 1534 765 450