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Client satisfaction: profit does not make!

01/06/2021 - Feature Articles
Advisers are kicking goals when it comes to clients satisfaction, yet industry research suggests this is not directly transferring into profit. Martin Morris looks at the industry figures.
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Technology to ease you through the tax-year end

20/05/2021 - Product News
By bringing together data from brokers, registries, and bank accounts, Praemium gives you a complete picture of your client’s investment portfolios on one platform, making it easier than ever to get organised for the financial year-end.
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Praemium Investment Leaders - SG Hiscock

27/04/2021 - Podcasts
Praemium's Damian Cilmi talks to Grant Berry about the changes to the property sector post-COVID and the expected movements moving forward.
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Praemium Investment Leaders - Antares

06/04/2021 - Podcasts
Praemium's Damian Cilmi talks to John Guadagnuolo about the stocks that have been hidden winners as a result of COVID and the outlook for Afterpay.
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Praemium's platform momentum continues

02/03/2021 - Feature Articles
Praemium has jumped into the top three position in the 2020 Investment Trends Platform Benchmarking & Competitive Analysis Report. Following a debut ranking of top four in 2019, Praemium’s score made one of the highest relative percentage gains in the peer group to surpass BT Panorama.
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Praemium integrates with Xplan

18/11/2020 - Press Releases
Praemium has today announced it has integrated with Iress to make it easy for advisers to seamlessly initiate new Praemium applications from within Xplan.
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Bridging the platform gap

30/09/2020 - Feature Articles
The digitalisation of advice and the advent of new technology providers is giving advisers a breadth of tech solutions to improve business and client engagement processes. But is it a case of less is more.
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Managing change in a managed accounts transition

16/09/2020 - Feature Articles
Starting the transition to managed accounts can seem like a daunting experience. We outline 6 steps for managing change that can help make the journey a smooth one.
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A managed account for all market conditions

10/08/2020 - Feature Articles
The business efficiency and client engagement advantages of managed accounts have long been espoused; however, recent months have highlighted another very important benefit of managed accounts - the ability to respond quickly to volatile markets.
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Harnessing the power of data

06/08/2020 - Feature Articles
The value of data for financial practices is increasing. We look at steps advisers can take to leverage data for client engagement and business insights and the future trends for data in financial services.
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