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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
Today's Tip of the Day - Where Is The Problem?
More Editorial From Microsoft
At Microsoft, we're motivated and inspired every day by how our customers use our software to find creative solutions to business problems, develop breakthrough ideas, and stay connected to what's most important to them. We are committed long term to the mission of helping our customers realize their full potential. Just as we constantly update and improve our products, we want to continually evolve our company to be in the best position to accelerate new technologies as they emerge and to better serve our customers.
Published: Friday, April 4, 2014