Integrate your commentary with dynamic portfolio data for a truly personalised report
The expectation for an increasingly personalised service is driving a demand for tailored advice, portfolio construction and reporting, with 34% of investors* even suggesting they would increase their investments if they received a more hyper-personalised experience. And 55% believe the service they receive is too generic.*
With Praemium’s unique Report Data Library you can personalise client reports quickly and cost-effectively. Merge portfolio data and performance charts dynamically with your own commentary and portfolio analysis to create a bespoke report leveraging your client’s platform data.
Think of it as a modernised version of Mail Merge. Simply integrate Praemium's Report Data Library fields into your documents to seamlessly merge your unique content and commentary with up-to-date platform valuation, performance, and tax data for your clients.
When you upload the document into Praemium’s Report Builder, you can then generate the PDFs for any or all your client’s, each with their own personalised data included.
Generate the same report, containing your market commentary, for all your clients and share to their Investor Portal with a single click.
Since we released this feature a few years ago, advisers have shared more than 700,000 reports to their client’s online Investor Portal. That’s a lot of envelopes that didn’t need to be stuffed and stamped.
For more information on our Report Data Library, login to Praemium to refer to our Help Centre article, or contact us to arrange a demonstration.
* Source: Accenture ‘Wealth management Consumer Report: The New State of Advice’