Manage and Review

  • Produce personalised reports and client summaries throughout the relationship.
  • Track your progress and ensure you have the information you need in front of you.
  • Calculate your clients achievements with accurate performance reports. Deliver advice with the information as you need it
  • Use workflows to maintain a regular structure around servicing your clients. Define exactly how you managed the different clients you have
  • Track the Compliance for each client, let the Praemium system remember when different documents are due for you.

(V-wrap performance report, Next review date workflow based on client grade, report builder)

Contact Praemium

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

+852 3586 8233