Manage your business and all your clients, on one integrated Managed Accounts platform.
Find out moreThe old way of doing things just won’t cut it anymore. Find out how our next-gen platform is leading the way in managed accounts.
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Seismic changes are already rippling through the industry. Praemium's next-generation technology will help you and your clients take advantage of them. Be better. Do better. It's time to upgrade.
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Praemium's Damian Cilmi, Head of Investment Managers & Governance, talks to leading investment managers on topics that matter to you and your clients. Delving into investment trends and strategy, market outlooks and more, Damian asks the questions to ensure you are up to date on the latest thinking from some of the world's leading financial minds.
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Constant demands on advisers time all have the ability to impact business profitability and success. We look at some of the factors that can impact a planning practice’s business model and outline why platform choice will be more of a strategic decision in the future, rather than just a business transaction.
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If you have identified the benefits of managed accounts and are considering them as a solution for your business, you will need to plan and manage the changes required to implement this new advice model. In our experience, businesses that are most successful in making the transition have embraced managed accounts and the technology that supports them as a strategic solution for their whole practice.
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