SEARCH

Praemium completes WealthCraft upgrade

Praemium has completed an upgrade to its WealthCraft CRM and financial planning software, according to an announcement from the company.

Praemium upgraded its WealthCraft CRM and financial planning software to the Microsoft Dynamics CRM platform, the company stated.

“This means that WealthCraft users will have a cloud-based, user-friendly interface that allows them to perform all the business and financial planning tasks required to run their businesses in the one place,” Praemium said.

“The new, touch-friendly WealthCraft interface is more intuitive and looks identical on all tablets, smartphones and desktops.”

The upgraded version of WealthCraft incorporates Microsoft's social tool ‘Yammer’, which enables users to communicate with co-workers, said Praemium.

WealthCraft also integrates with Microsoft Outlook, Praemium said, so advisers can manage the process from lead generation through to onboarding new clients and managing client investments and reviews.

“Further, WealthCraft is ‘client focused’, meaning each client’s information, contacts, communications and documents are saved in one place for easy access,” Praemium stated.

Advertisement
Advertisement
Praemium completes WealthCraft upgrade
default
ifa logo

The must-attend event for financial advisers is back in 2022: the ESG Summit, coming to Sydney and Melbourne in February. Walk away with vital knowledge on a number of key ESG areas to help you make informed ESG strategy decisions and to better communicate and integrate the growing ESG space to clients. Visit the website to secure your place.

Subscribe to the ifa bulletin

Receive daily online news,analysis, reports and business strategies
By signing up you agree to our Terms of Use and Privacy Policy

Website Notifications

Get notifications in real time and stay up to date with content that matters to you.