Search Results | Showing 1 - 10 of 11 results for "WealthCraft" |
| | ... funds. In addition, the platform expanded its reporting capability by launching an integrated fact find facility for WealthCraft International. |
| | | ... Praemium said it plans to expand its reporting capability, rollout a single suite of digital solutions and integrate WealthCraft, which has recently progressed to the beta trial phase. "The outstanding performance of the business in the December quarter ... |
| | | ... on the Asia business. The Asia business' EBITDA loss decreased by 11% during the period, with revenue increasing in WealthCraft CRM and planning software licences. "The international platform won three awards during 2019, and its gross inflows were up ... |
| | | ... achievement, there remain many things for us to do," he said. The next major project is fully integrating the platform, and WealthCraft CRM and financial planning systems. The firm's international business is anticipated to become profitable next ... |
| | | ... $183 million for the quarter. It added about 50 clients to its platform business in the UK, and 12 clients to its WealthCraft CRM business. Funds under administration in its managed funds and model portfolio (Smart Investment Management) dipped 21% as ... |
| | | ... clients to create new investor portfolios, a new mobile interface and integration of the SMA platform with Praemium's WealthCraft financial planning and CRM system. The Company has also released its quarterly cash report today. Operating cash flow was ... |
| | | Praemium has upgraded its WealthCraft CRM and financial planning software to the cloud-based Microsoft Dynamics CRM platform. The new user-friendly interface allows users to perform their usual business and financial planning tasks in one place. The ... |
| | | ... two important acquisitions, plus launched new products into both the Australian and UK markets. "The acquisitions of WealthCraft and BlackRock's SMA platform (also known as the Customised Portfolio Service) add key building blocks to our existing product ... |
| | | Praemium has launched a new cloud-based customer relationship management (CRM) solution for financial advisers. WealthCraft, integrates fully with Microsoft Outlook, enabling advisers and wealth managers to track and manage interactions with clients ... |
| | | ... shareholder register, following its 50 per cent acquisition of Hong Kong-based wealth management platform provider, WealthCraft, and now its breakaway from DPGL. Tech firm OneVue offers separately managed accounts, investment administration and portfolio ... |
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