Advice solutions

Creating the right plan for your clients

Helping your clients plan for their future has never been easier.

  • Collaborate – you and your clients setting and working towards goals
  • Advise – select appropriate investments for their risk appetites
  • Inform – provide them accurate reports and access to their own modern and intuitive investor portal 
image

Know your client

Input once, manage the entire advice process

  • Fact find and goal setting
  • Risk profiler - Oxford Risk or select your own
  • ID and compliance checking
  • Daily data feeds for accurate valuations

Implement your strategy

Plan, select, recommend

  • Risk protection quoting tools
  • Portfolio construction and access to a wide variety of market research
  • Future planning and modelling
  • Statement of Advice generation

Manage and review

Maintain oversight of portfolios with measurable metrics.

  • Monitor investment manager performance
  • Easily switch model portfolios as required
  • Provide transparency of holdings and fees
  • Create own-branded and custom report packs

Contact Praemium

Level 17 AON China Building
29 Queen's Road Central
Hong Kong

+852 3586 8233