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Newsletter - December 2018

 
The team at Plum wishes you a safe and happy Christmas and New Year.
We thank you for all your support throughout the year and wish you a prosperous 2019.

Plum's Christmas opening hours

Please note that our office, including our Support Desk, will be closed on Friday 14th December from 2pm.
 
Plum will stay open during the holiday period (except for Bank Holidays) but there will be limited Plum staff available on 27th, 28th and 31st December, 09:00 - 17:00.
 

The major upgrade to plumsoftware has launched!

2018 saw the whole Plum team focused on upgrading the software into the Microsoft Dynamics Platform. This will provide many new and improved features and benefits for our clients.

The new features will expand the capabilities of plumsoftware to handle end to end practice management from lead handling, right through the Advice Process to customised reporting and MI.

plumsoftware has moved from a back office administration system to a fully fledged CRM and advice support software suitable for all types of users across your business. Because it is a Microsoft product it displays with icons you are all familiar with and it fully integrates into the Office 365 suite, including Outlook, Excel, Word and Sharepoint. The Cloud provides full mobility across all your devices wherever you are.

We are in the process of installing the upgrade on the first 6 client sites and indeed, 3 of those have gone live and are up and running with it already.

Our specially trained and adapted Transition Team will be in touch with you in due course but if you have any enquiries or questions, please contact us at crmsupport@praemium.com. In the meantime, read here for further information.

Over 2019 we will release the
next phase of enhancements to the software which includes expansion of the Investor and 'Engage' Portals, allowing you to provide a better digital experience for your customers both in terms of input and access to their investment information. This will include a secure document portal managed through Sharepoint.

 

The Support Team's Useful Tips



 
  • Personalise your menu bar
  • Viewing another user's "To Do" list
 

Have you ever wondered what other services Praemium provides?

Praemium’s leading product is its Managed Account Platform. Click here to find out more about Managed Accounts, contact us at crmsupport@praemium.com and our support staff will redirect you to one of the dedicated Praemium sales and support team, or contact them directly.

Sam Gardiner
Mobile: +44 (0) 743 269 3076

sam.gardiner@praemium.com

Chris Law
Tel: +44 (0) 207 562 2477

chris.law@praemium.com