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.
