Platform provider Praemium and the fast growing fintech moneyinfo announce that Praemium is now an integration partner with moneyinfo.
Tessa Lee, Managing Director of moneyinfo said:
“The primary area which delivers clear efficiencies for the advice community is integration between their multiple suppliers and taking the headache out of data management.
We run a scheduled overnight service to download the latest valuations and transactions on the Praemium platform which are then available to view in moneyinfo for both staff and clients. These valuations build up a history which can be shown graphically with transactions highlighted on the timeline.
Our users outsource the management of the Praemium data feed to us and we monitor the feed and deal with any problems on our advisers behalf saving them both time and money and ensuring that their client data is always up to date.”
Dylan Navra, Managing Director, Financial Advice Software at Praemium, comments:
“Integration in the platform space is still largely spoken about in terms of ‘wouldn’t it be nice’. When what is needed is for the commitment to ‘do your bit’ to advance integration to be a deeply embedded ethos across all platforms’ practices.
It’s why at Praemium we opened up our APIs to everyone. And it’s why we were delighted to partner with moneyinfo, because it means firms can be safe in the knowledge that the moneyinfo portal and the Praemium platform are comprehensively integrated.
Working with moneyinfo has been a pleasure, the teams were clear on what was needed and have delivered an integration which enhances the client experience with minimal effort to the adviser firm, which is how it should be.”
Dan Howell, Managing Director of the Abram Partnership, added:
”It’s great when our key technology suppliers work together. Our clients can now access up to date Praemium valuations and transactions through our client portal and branded app powered by moneyinfo.
Having all our clients’ assets brought together automatically for us helps us deliver a better client experience.”
moneyinfo delivers a fully branded service for advisers and investment managers including branded apps for Apple and Android. Its secure portal manages all of a client’s finances in one place and enables the sharing and signing of paperwork. It can reduce the speed of onboarding, client reviews and rebalancing from days to minutes resulting in more security and efficiency
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Praemium is a global provider of digital-first financial services. The UK platform offers advisers advanced portfolio management and rebalancing capabilities, market-leading reporting and MI, paperless and signatureless processes, and unique AI-driven adviser insights which flag unusual client behaviour. Firms can white label the platform to their own requirements. And adviser firms with an international presence can serve their offshore clients around the world through Jersey-based Praemium International.
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