WealthCraft puts your data to work for you. It’s one data source: simple, accurate and up to date, flowing to and from all aspects of your financial planning business.

From first client contact to remuneration, WealthCraft simplifies the advice process, freeing up time for what matters to you.

Your business is full of data. WealthCraft lets you take control:

1. Automated financial planning process – comprehensive and efficient workflow management from leads to prospects, through advice, investment, reviews and remuneration. Simple and effective with robust reporting and effective communication.

2. Specialist insights and MI provided by Power BI – enhance planning, development and day-to-day-processes with dashboards for key metrics including efficiency and client engagement. Full remuneration functionality and compliance support.

3. External valuations – daily data feeds providing external valuations into the platform. Timely updates from both UK and international platforms across cost, transactions and remuneration.

4. Powerful integrations with industry specialists – WealthCraft integrates with a range of data and software leaders, including Click Dimensions, Xpertdoc, CashCalc, FE Fundinfo and Oxford Risk, using APIs for two-way data flow.

5. Adviser and client portals function as a fluid extension of WealthCraft – Investor Portal provides a focal point for all client contact, meetings and documents. Quick, secure and convenient with virtual meeting facilities, shared folders and e-signatures, all in one place.

WealthCraft was developed by Praemium, a global technology provider with a 20-year track record of innovation based on close relationships with advisers and a next generation view.

WealthCraft

by WealthCraft