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)