WealthCraft

Deliver scalable advice

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

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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

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

+44 (0) 1534 765 450