Praemium is pleased to announce that national financial services firm Hartleys has signed an agreement to use the Praemium reporting and administration platform to manage its client portfolios.
This preeminent Western Australian broking and wealth management firm has in excess of 11,000 retail and wholesale clients with approximately $1.2 billion under management.
Hartleys CEO Charlie Ransom commented on the agreement, “After undertaking a robust due diligence process, Praemium stood out for their strengths in corporate action processing and performance analysis and reporting. This allows us, most importantly, to have a consolidated view of our clients’ overall portfolio, provide timely and accurate reports to our clients, and create significant time and cost efficiencies in our administration process. Praemium’s Investor Portal also allows us to provide our clients with a transparent and engaging digital experience that enhances our value proposition.“
Praemium’s Head of Distribution Martin Morris commented, “We are delighted that a firm of Hartleys calibre has selected Praemium for our platform capabilities. We pride ourselves on providing marketing-leading reporting and performance analysis and are continually enhancing our offering to ensure that it meets with the demands of wealth management and advice firms. Our Investor Portal utilises cutting-edge technology to provide investors with tailored, personalised reporting that significantly enhances the client engagement experience and allows advisers to offer a leading digital service that many investors have come to expect.”
