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An integrated CRM tailored to deliver quality financial advice and client management

AN ADVICE STORY

“Wealthcraft has helped us deliver a 1st class back office and adviser solution that provides us a clear market leading position.”
Rebekah Roe – Guardian Wealth Management

PARTNERS


“WealthCraft’s simple and seamless experience ensures that we have the tools necessary for monitoring and managing all facets of our business”Kelly Olver – Austen Morris and Associates
“Wealthcraft allows us to operate a centralised database, ensuring consistent levels of service for our clients across all our offices”Trevor Keidan – Infinity Financial Solutions

LITERATURE

PRICING PLANS

Standard

£90

Per User
  • Dynamics 365 Sales Team Edition
  • WealthCraft Core
  • Xperido Reporting
Buy Now!

Enterprise

£165

Per User - (Minimum 20 users)
  • Dynamics 365 Sales Team Edition
  • WealthCraft Core
  • Xperido Reporting
  • Office365 E3
  • Praemium Risk Profiler
  • ClickDimensions E-Marketing
Buy Now!

For any questions regarding our pricing plans above, don’t hesitate to contact us!

Contact

For further information, or to learn more about any of the
Wealthcraft products, please contact your sales representative or call us on

+852 3586 8233


Praemium Asia
L7, Nan Fung Tower, 88 Connaught Road
Central Hong Kong

T: +852 3586 8233
E: wavsupport@praemium.com