Praemium launches WealthCraft CRM
Listed technology company Praemium has released a new cloud-based customer relationship management product for the Australian financial advice market to assist advisers with regulatory compliance ahead of the Future of Financial Advice (FOFA) implementation date.
by Reporter - June 17, 2013 0 comments
The WealthCraft product integrates with Praemium’s V-Wrap portfolio administration platform as well as Microsoft Outlook and assists with FOFA requirements, including opt-in and fee disclosure statements.
“Advisers are faced with unprecedented pressures as the industry goes through dramatic change so it is important that their technology providers assist them to deliver practice efficiencies, grow their businesses and comply with new regulations,” said Praemium chief exective Michael Ohanessian in a statement launching the product.
Wealth management firm Mutual Trust has already signed on to the product.
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