NAB's private wealth management firm, JBWere, has partnered with Praemium to implement new client reporting software to support its wealth and investment advice.
The software will be used across JBWere’s wealth management client portfolios, and JBWere chief executive Justin Greiner said the company is “pleased to work with Praemium" to underpin client reporting.
“JBWere is uniquely positioned for growth," he said, "[and] for us to continue to deliver an outstanding service to our clients we need to ensure all our underlying technologies are best in class."
Praemium chief executive Michael Ohanessian said he is “delighted” with the partnership, adding that more companies are likely to implement reporting software in coming years.
“As the wealth management industry continues to evolve, we expect to see other stockbroking and wealth management firms look to outsource more of their technology needs to specialist providers,” he said.
The cap on how much the CSLR can pay out to victims of financial misconduct should be in line with what AFCA can award, ...
The CEO of the SMSF Association said he is “deeply concerned” about recently reported industrial scale schemes ...
The financial advice industry is experiencing a “champagne problem” regarding pricing, with advice firms seeing no need ...
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin