News : Praemium Upgrades CRM Planning Software
April 2, 2014 -- Praemium has upgraded its WealthCraft CRM and financial planning software to the cloud-based Microsoft Dynamics CRM platform.
The new user-friendly interface allows users to perform their usual business and financial planning tasks in one place.
The upgraded version of WealthCraft is more intuitive and looks identical on all tablets, smartphones and desktops.
It also incorporates Microsoft's enterprise social tool Yammer, which enables users to communicate with coworkers and partners.
WealthCraft also integrates with Microsoft Outlook, so advisers can manage the process from generation all the way through onboarding new clients and managing client investments and reviews. At the same time, clients' information, contacts, communications and documents are saved in one place for easy access.
Posted by Veronica Silva Cusi, news correspondent
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Published: Friday, April 4, 2014
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