_praemium-wealthcraft-praemium39s-digital-engagement-platform.jpg "Praemium – “WealthCraft - Praemium's digital engagement platform” from card management system providers Video Screenshot Preview")
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⏲ Duration: 4 min 90 sec
✓ Published: 12-Feb-2020
✓ Published: 12-Feb-2020
Description:
Presenter: Rob Bowers, Product Manager Financial Advice Software, UKnnPraemium's WealthCraft is the digital engagement tool allowing investors and advisers to be front at the centre of advice process. WealthCraft, built as an upgrade to Plum Software is a practice management system built on Dynamics 365 online allowing complete integration within an advisory business as well as many other trusted providers. At the core of the offering is an end to end workflow of the entire on-boarding and revie
Presenter: Rob Bowers, Product Manager Financial Advice Software, UKnnPraemium's WealthCraft is the digital engagement tool allowing investors and advisers to be front at the centre of advice process. WealthCraft, built as an upgrade to Plum Software is a practice management system built on Dynamics 365 online allowing complete integration within an advisory business as well as many other trusted providers. At the core of the offering is an end to end workflow of the entire on-boarding and revie
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