CPD POINTS: .25
Advisers are aspiring to extend reporting capabilities across a wider range of assets, specifically under custody and/or individual HIN. The challenge is whether platforms have the technology to manage all client types and assets in one solution, at a cost that is consumable.
In this session Praemium will discuss the latest innovations and the scalability and efficiency benefits that can be achieved.
AIOFP CPD:
ASIC Competency: Generic Knowledge FASEA Category: Client Care & Practice 0.17 AFPA1CP2021067
FPA CPD:
ASIC Knowledge Requirements: 0.25 Generic Knowledge (0.25 hour) FPA CPD AREAS: Client care and practice (0.25 hour)