Praemium launches FoFA-ready CRM toolBY MARK SMITH | MONDAY, 17 JUN 2013 12:00PMPraemium has launched a new cloud-based customer relationship management (CRM) solution for financial advisers. |
Editor's Choice
Perennial to close three responsible investment funds
|Perennial Partners will shutter three responsible investment funds that manage $140 million in combined assets, as they fall short of reaching scale and achieving their investment objectives.
LGT Wealth Management hires five advisers from rival
|LGT Wealth Management Australia has expanded its Syndey private client advisers' team with five senior hires from UBS Wealth Management.
MSC Group awarded mandates for natural resources strategy
|MSC Group will provide administration capability and trusteeship for a natural resources strategy focusing on the energy sector and select commodities.
Norges Bank slashes exposure to US government bonds
|Norges Bank Investment Management (NBIM), the investment manager of Norway's sovereign wealth fund, the Government Pension Fund Global, has proposed a major restructuring of the fund's exposure on US government bonds.
Further Reading
Products
Expert Feed
When geopolitics becomes a portfolio risk
Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.
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 ...
Digital assets and where they stand in 2026
So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.
Rethinking default design in a changing market environment
The evolution underway in the US DC system highlights the value of periodically reassessing default design assumptions.
Featured Profile
Sarah Shaw
GLOBAL PORTFOLIO MANAGER
4D INFRASTRUCTURE
4D INFRASTRUCTURE
It wasn't confidence that prompted Sarah Shaw to walk away from established investment houses and co-found 4D Infrastructure in 2015. It was something she believes is far more important: courage. By Vinny Vucago.
The Financial Standard podcast Tune in each week as we discuss the latest developments in Australia's wealth management industry. |  |
While I would agree with the Outlook comparison, I think Praemium should work hard to make their software much more intuitive at first sight. For a lot of CRM users, seeing a vast array of buttons on the interface makes it difficult to manage and even to learn how to use at first. This is why many CRM software are faltering and having low adoption rate, while some newer CRM with slightly more innovative interfaces are starting to see much higher adoption rates.
I think this is a good start, but they have to solidify the right direction for the future. Best of luck!