Praemium introduces mobile facility
Platform provider Praemium has launched a mobile delivery capability for its V-Wrap online portfolio administration platform.
V-Wrap Mobile makes it easier for advisers and clients to access services on their mobile phones, and will allow authorised users to place orders for equities directly to market using their phone, according to Praemium Group chief executive Arthur Naoumidis.
There is no charge for using V-Wrap Mobile with 20-minute delayed data, Praemium stated.
“This latest development is a fully integrated component of Praemium’s V-Wrap system, reflecting the evolution of our services and ensuring the latest technology is available to better serve the needs of our clients and their individual investors,” Naoumidis said.
Recommended for you
The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients.
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers.
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of providers being used by their practices.
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.
