Praemium claims it can predict when clients may terminate adviser relationship

Onto its platforms

Sophie King
clock • 1 min read

Investment platform Praemium has launched an artificial intelligence (AI) feature to its UK platforms that it claimed can help advisers to predict if their client is thinking about leaving them.

The feature, called Insights, examines clients' recent activity to predict whether they are on the verge of terminating their relationship with their adviser. Praemium said the adviser will be then able to engage with their client at a time when they may most need updated advice.  The application uses data science and technology to analyse client behaviour patterns that may indicate a need for additional guidance. It was launched to Praemium's Australian platforms last year and is now available to UK and other international platforms.  Praemium CEO Michal Ohanessian said: "The respons...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Wealth managers turn to private markets to offset geopolitical risks

Wealth managers turn to private markets to offset geopolitical risks

60% allocation in 2025

Patrick Brusnahan
clock 23 January 2026 • 1 min read
Copia launches smoothed managed portfolio range with Wesleyan

Copia launches smoothed managed portfolio range with Wesleyan

Copia Select Smoothed portfolios

Sahar Nazir
clock 22 January 2026 • 2 min read
Advertising watchdog upholds complaints against whiskey investment business

Advertising watchdog upholds complaints against whiskey investment business

Advertising watchdog upholds complaints against Whiskey & Wealth Club

Sahar Nazir
clock 21 January 2026 • 2 min read