Maintaining visibility over your clients’ investments can be a challenge. As an adviser, it’s important to be able to gain fast and accurate access to your clients’ portfolios so you can keep them informed, provide them with advice and answer any queries about their investment position. This is where portfolio administration platforms can assist.
V-Wrap is Praemium’s portfolio administration system, known for its ability to manage client investments in a single account. PractiFI Pinot Noir brings the ability to add a Praemium V-Wrap account to the Assets tab in Client View. It gives you quick access to a client’s full V-Wrap portfolio at the click of a button.
Take a look at how easy it is to gain a deeper look into a client’s V-Wrap portfolio from PractiFI.