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Australia : PRAEMIUM upgrades to its WealthCraft CRM and FINANCIAL PLANNING SOFTWARE [TendersInfo (India)]
[April 03, 2014]

Australia : PRAEMIUM upgrades to its WealthCraft CRM and FINANCIAL PLANNING SOFTWARE [TendersInfo (India)]


(TendersInfo (India) Via Acquire Media NewsEdge) An upgrade has been completed by Praemium to its WealthCraft CRM and financial planning software.

As per Praemium, This means that WealthCraft users will have a cloud-based, user-friendly interface that allows them to perform all the business and financial planning tasks required to run their businesses in the one place. The new, touch-friendly WealthCraft interface is more intuitive and looks identical on all tablets, smartphones and desktops. Further, WealthCraft is client focused , meaning each client s information, contacts, communications and documents are saved in one place for easy access .



WealthCraft incorporates Microsoft's social tool Yammer upgraded version that lets users to communicate with co-workers.

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