Hartleys signs on Praemium
Financial services firm, Hartleys, with approximately $1.2 billion under management, has signed on with Praemium to use its reporting and administration platform for client portfolio management.
Hartleys chief executive officer, Charlie Ransom, said Praemium stood out from the crowd 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,” he said.
Praemium’s head of distribution, Martin Morris, said the Investor Portal utilised cutting-edge technology to provide investors with tailored, personalised reporting that enhances client engagement experience.
AUTHOR
Anastasia Santoreneos
Recommended for you
Momentum Media has announced 26 winners across 10 individual and 15 group categories for its brand-new Australian AI Awards.
The financial services industry is currently “overwhelmed with quality and quantity of candidates”, Kaizen Recruitment explains, leading executives to face 12-month long recruitment processes.
Zenith Investment Partners has appointed an experienced research executive as its new group head of research following the departure of Bronwen Moncrieff.
The financial services technology company has appointed two non-executive directors following its AGM earlier this year, where it flagged it would embark on a board renewal process.
