The partnership combines the full suite of PortfolioMetrix Wealth Explorer investment planning tools and investment portfolios with Praemium’s administration, reporting, online applications, and custody and execution.
Advisers retain the primary relationship with their clients and the platform will carry the adviser’s own branding, with PortfolioMetrix and Praemium working behind the scenes.
Keeps advisers central
Dave Chessell, PortfolioMetrix UK distribution director, said: “Being able to run the whole investment process through a fast, efficient and streamlined service is essential for advisers building profitable and growing businesses.
“Our partnership with Praemium not only gives advisers access to our extensive investment planning tools and solutions via a world-class web-based platform, it keeps advisers central to the process by enabling all elements to run in a system that carries each adviser’s own brand.”
Rebecca Murphy, Praemium’s director of sales and marketing, said: “This partnership offers a truly innovative approach, providing all the tools that an adviser needs to engage clients and construct tailored investment portfolios. PortfolioMetrix and Praemium working together offers advisers a highly integrated and cost-effective service, enabling them to add real value to their clients.”
