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Showing 151 - 160 of 189 results for "NAO"

Præmium adds CRM service

MICHAEL HOBBS  |  TUESDAY, 21 OCT 2008
Portfolio administration provider, Praemium is helping financial planners monitor client relationships by adding SYNCRM's FPS software. SYNCRM's FPS centres on the Customer Relationship Management (CRM) service, which allows planners to customise and ...

V-Wrap sales sky rocket

MICHAEL HOBBS  |  TUESDAY, 5 AUG 2008
Praemium's online portfolio administration service, V-Wrap attracted a record number of new sales in the past two months, increasing by 20 and 30 per cent in June and July respectively compared to the same period's last year. Arthur Naoumidis, Praemium ...

Praemium expands UK funds

RUTH LIEW  |  FRIDAY, 25 JUL 2008
ASX-listed Praemium Limited is on the brink of expanding its UK business after it approached the UK's Financial Services Authority (FSA) for authorisation of five new risk-based fund-of-fund portfolios. The new funds will be managed by UK-based Old ...

Uni students get Praemium help

RUTH LIEW  |  TUESDAY, 1 JUL 2008
Praemium Limited is teaming up with University of Sydney to give its maths students complimentary access to PrA|mium's portfolio administration service (V-Wrap) and market data system (p-Desktop). Praemium unveiled arrangements linking its services ...

ML picks Praemium for admin

RUTH LIEW  |  THURSDAY, 5 JUN 2008
Praemium Limited's V-Wrap service has been chosen by Merrill Lynch Equities Australia to provide portfolio administration services to its private client wealth management division. The deal will see Praemium provide consolidated reporting to the Merrill ...

Praemium raises $8m working capital

MICHAEL HOBBS  |  THURSDAY, 29 MAY 2008
Listed portfolio administration provider Praemium Limited has received an $8 million cash injection to fund the firm's future working capital. The firm issued 20 million new ordinary shares at 40 cents per share to institutional and sophisticated investors ...

Praemium upgrades p-Desktop

RUTH LIEW  |  TUESDAY, 13 MAY 2008
Online portfolio administrator PrA|mium Limited has improved its services by upgrading its market data service p-Desktop to include Order Management and Portfolio Review tools. Full service broker Evans & Partners has been first to sign up to this extended ...

Praemium signs on UK Fat Prophets

RUTH LIEW  |  WEDNESDAY, 7 MAY 2008
ASX listed separately managed account (SMA) technology provider Praemium has signed a letter of engagement with the UK arm of Fat Prophets to launch its own branded version of the British version of the SMA, SO Smartfund. According to a statement released ...

Managed accounts hold trumpcard

MICHELLE BALTAZAR AND RUTH LIEW  |  WEDNESDAY, 30 APR 2008
As investors get jittery about their portfolios after Opes Prime and Lift Capital's collapse, the inherent feature of investors retaining beneficial ownership of their shares has become a key selling point for separately managed accounts (SMAs), industry ...

Praemium and COIN connect

RUTH LIEW  |  THURSDAY, 24 APR 2008
Listed portfolio administration firm PrA|mium has launched a new interface between V-Wrap - PrA|mium's online portfolio administration service - and COIN's financial planning suite. PrA|mium claims the interface will minimise the re-keying of data between ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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