Sandy Zhao's Colleagues at Praemium Global
Aida Odabashyan
Wealthcraft implementation executive (Microsoft Dynamics CRM)
Sandy Zhao's Contact Details
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Praemium Global
Sandy Zhao's Company Details
Innovation is in our DNA. Through technology, we have taken a highly complex and time-consuming process and simplified it. Big time. We've taken a revolutionary approach to a totally disrupted market. Our platform solution is so good that it's grown in usage in 17 years across the globe to almost 1,000 financial institutions and over 500,000 investors.From the beginning we have crafted and optimised our technology in collaboration with financial professionals, to build the ideal next-generation platform that provides a great client experience.Praemium's fully integrated account management platform is so flexible there's a managed account offer to suit clients, great or small. Subject to your global geographic location, now your entire client list can enjoy the benefits of managed accounts, with or without custody, for investment and retirement savings and support the variety of tailored advice strategies you develop across your client base. For example, you can see all your portfolios in the one place. Your clients can see all of their investment assets in one place and for custodial solutions, every portfolio of every client is automatically kept in-line with its investment strategy by Praemium's world-class rebalancing engine.As a global company based in Australia, Praemium's proprietary integrated Managed Accounts platform uniquely serves Australia, UK and International markets with our mission: "To assist wealth advisers to deliver great investor experiences and outcomes".