We'll keep you updated on the latest though leader insights from the advice community, investment manager insights and technology innovations from Praemium.
With 50% of clients expecting their adviser to offer a digital solution, according to Accenture. We look at unique ways our Investor Porta can increase investor engagement beyond the simple portfolio valuation or performance update.
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Praemium allows you to build and customise strategies based on risk tolerance, time, and objectives. Generate detailed allocation reports to show current and target allocations, and easily rebalance portfolios.
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