NAB's private wealth management firm, JBWere, has partnered with Praemium to implement new client reporting software to support its wealth and investment advice.
The software will be used across JBWere’s wealth management client portfolios, and JBWere chief executive Justin Greiner said the company is “pleased to work with Praemium" to underpin client reporting.
“JBWere is uniquely positioned for growth," he said, "[and] for us to continue to deliver an outstanding service to our clients we need to ensure all our underlying technologies are best in class."
Praemium chief executive Michael Ohanessian said he is “delighted” with the partnership, adding that more companies are likely to implement reporting software in coming years.
“As the wealth management industry continues to evolve, we expect to see other stockbroking and wealth management firms look to outsource more of their technology needs to specialist providers,” he said.
SUBSCRIBE TO THE IFA DAILY BULLETIN
14 Dec 2017‘Forward-thinking’ advisers drive mFunds growthBy Aleks Vickovich
14 Dec 2017FASEA announces education requirementsBy Staff Reporter
14 Dec 2017HNW advice take-up plummets: reportBy Staff Reporter
14 Dec 2017CBA issues response to AUSTRAC allegationsBy Staff Reporter
13 Dec 2017Proposed ASIC penalties inappropriate: FPABy Staff Reporter
13 Dec 2017AMP QLD head of sales to departBy Aleks Vickovich
- view all