CRM & Financial Planning

Client Relationship Management (CRM)

You, your team, your business

Access, create and complete all your tasks and appointments, whenever, wherever.

  • Define – Set up workflows and reminders for all steps required to complete the job.
  • Track – Record all emails and all communications against your client at the click of a button.
  • Communicate – Communicate and collaborate with your peers. 
Engage Clients
Stay Compliant
Save Time & Costs

Praemium's e-marketing and campaign management make it easy to stay in touch.

  • Set up newsletter and email templates with your brand and style
  • Filter contacts and create groups
  • Deliver targeted email messages and marketing campaigns
  • Capture data, analyse campaign effectiveness, manage leads
     

Access your entire business whenever, wherever.

  • Data security and constant backups leave you safe and worry free
  • Access your history from day one without the need to maintain archives
  •  Manage documents online to access, share and collaborate
  • Correspondence and documents saved in the client record for easy retrieval.

In today's world being online and available at all times is no longer a luxury, it's becoming standard practice.  With Office 365:

  • There is no need to maintain local IT teams.
  • Software is automatically updated, no new purchases required.
  • O365 is compliant and secure, adhering to ISO 27001, FISMA, FedRAMP, HIPAA, and EU Safe Harbor standards.
  • O365 boasts 99.9% reliable "uptime" for its service.
  • Overhead costs are lower - the comparisons below are based on average costs for O365 vs server-based service in an office of 50 people.

Financial Planning

Creating the right plan for your clients

Helping your clients plan for their future has never been easier.

  • Collaborate – you and your clients set and work toward goals.
  • Advise – you select appropriate investments for their goals and risk appetites.
  • Inform – you provide accurate reports and access to their own modern and intuitive investor portal. 
Know Your Client
Implement Strategies
Manage & Review

Input once, manage the entire advice process

  • Fact find and set goals
  • Risk profiler - Oxford Risk or select your own
  • ID and compliance checking
  • Daily data feeds for accurate valuations

Plan, select, recommend

  • Risk protection quoting tools
  • Portfolio construction and access to a wide variety of market research
  •  Future planning and modelling
  • Statement of Advice/Suitability Letter generation

Maintain oversight of portfolios with measurable metrics.

  • Monitor investment manager performance
  • Easily switch model portfolios as required
  • Provide transparency of holdings and fees
  • Create own-branded and custom report packs

Contact Praemium

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

+44 (0) 1534 765 450