Hartleys signs on Praemium
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.
Recommended for you
Financial advice platform Otivo has made an experienced appointment from the US as its head of product strategy.
Apostle Funds Management has appointed the newly created position of director, head of wholesale as the firm expands its Australian footprint in the wholesale sector.
Recruitment manager Robert Half has shared the most in-demand roles in financial services that firms are finding difficult to fill, driven by ASIC’s growing focus on risk and compliance.
ASIC chief executive, Warren Day, is among senior executives to depart the corporate regulator amid changes to its leadership team.
