Search ResultsShowing 1 - 3 of 3 results for "WealthCraft CRM"
Praemium FUA skyrockets
KARREN VERGARA  |  TUESDAY, 13 AUG 2019
... 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 year. "We had ...
Praemium to upgrade platform
KANIKA SOOD  |  WEDNESDAY, 16 JAN 2019
... 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 markets ...
Praemium upgrades CRM planning software
LAURA MILLAN  |  WEDNESDAY, 2 APR 2014
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 ...
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