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Showing 1 - 7 of 7 results for %22WealthCraft CRM%22

Praemium expanding in UK, growing managed accounts

ELIZABETH MCARTHUR  |  MONDAY, 10 FEB 2020
... 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 81% ...

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
... $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 ...

Praemium reports strong rise in SMA funds

MARK SMITH  |  MONDAY, 21 JUL 2014
... 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 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 ...

Praemium launches FoFA-ready CRM tool

MARK SMITH  |  MONDAY, 17 JUN 2013
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 ...

OneVue buys 50pc of WealthCraft

RUTH LIEW  |  THURSDAY, 17 SEP 2009
... its net overseas after wrapping up a deal to buy 50 per cent of Hong Kong-based wealth management platform provider, WealthCraft. The two organisations worked together to launch WealthCraft Pension Administration Service (PAS) - a fully automated, SWIFT-enabled ...
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