The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Financial Planning

Praemium improves on-boarding

BY KARREN VERGARA | WEDNESDAY, 18 NOV 2020 12:35PM

A new functionality on the Praemium platform is helping financial advisers on-board clients more efficiently.

Upgrade your subscription to access this article

And gain access to:

All website content, including archived news
Home page news customisation
Tech Zone, your technical resource library

And more

Already A Subscriber?

UPGRADE SUBSCRIPTION

Read more: Praemium, Xplan, Emily Chen, Investment Trends, Mat Walker

VIEW COMMENTS

Related News

►	Praemium names chair successor
►	Proposed CGT reforms could upend HNW low advice demand
►	Mulino, Hogan headline 2026 SIAA Conference
►	Bell Financial looks to diversify revenue, targets 'holistic' strategy
►	Iress names chief tech officer to lead AI transformation
►	Iress inks partnership to embed AI across platforms
►	Praemium progresses automation, finalises local job cuts
►	Platform cybersecurity, service quality now advisers' deciding factors
►	OneVue adviser exits dents Praemium's FUA
►	Praemium ramps up digitisation, cuts headcount by 28%

Editor's Choice

Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

Videos

Brought to you by

Strength amid noise

The market has changed. The opportunity hasn't.

Follow the leaders

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

Maintaining a fundamental focus in a world obsessed with the short term

A guaranteed future

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE