PortfolioMetrix partners with Praemium

Added 29th November 2016

Discretionary investment manager PortfolioMetrix has launched a strategic partnership with UK and international discretionary platform Praemium.

PortfolioMetrix partners with Praemium

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.

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.”

 

Sponsors

Overseas earners will be key amidst 2017 inflation

Sponsored by Neptune

Overseas earners will be key amidst 2017 inflation...

A by-product of sterling weakness is inflation, and we expect this to continue to gather steam over the coming months, with energy and food prices the hardest hit....

Kames Income Hub

home_research_centre

Vincent McEntegart, manager of the Kames Diversified Monthly Income Fund, explains how he aims to deliver a stable and sustainable income of 5% p.a.*, paid monthly, by investing in a range of asset classes

Square Mile Research

AXA Distribution Fund
AXA Distribution Fund

Talking Factsheets is a video service for users...

Visitor's Comments Add your comment

Add Your Comment

We won't publish your address

About Author

Kirsten Hastings

Senior Reporter

Kirsten is a senior reporter for International Adviser, covering global news stories about the financial services industry. She joined Last Word Media in October 2015 after two years working as a reporter covering the staffing and recruitment industry. Kirsten has a Masters in Financial Journalism from the University of Stirling. 

Profiles

Viewpoint

Investment Strategy

Feature

Tweets

Events

PA Europe 2017
PA Europe 2017

Thursday 11 May
Furniture Makers' Hall

PA Channel Islands 2017
PA Channel Islands 2017

Wednesday 24 May
Royal Yacht Hotel, Jersey

PA UK Equity 2017
PA UK Equity 2017

Thursday 15 June
Radisson Blu Edwardian Bloomsbury Street Hotel

PA Investment Trusts 2017
PA Investment Trusts 2017

Tuesday 20 June
Furniture Makers' Hall

Sponsored Content

OTHER STORIES FROM LAST WORD...