Praemium launches WealthCraft CRM

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.

Praemium launches WealthCraft CRM

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Last Updated: 17 June 2013 Published: 17 June 2013