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The launch of our first client poll

The launch of our first client poll

Exciting news from Pretim! We’re thrilled to announce the launch of our first client poll this week, marking the initiation of a continuous feedback loop with our clients. Our focus? Gathering invaluable insights on what features and services matter most for our clients.
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At Pretim, we’re passionate about empowering our clients with the tools they need to make informed wealth management decisions. That’s why we’re doubling down on our commitment to client-centricity by proactively seeking feedback at every turn.

Our Reporting Portal represents a significant step forward in providing intuitive, actionable insights into wealth management performance. But rather than relying solely on our internal vision, we have turned to our valued clients, to shape its development.

Their feedback isn’t just a checkbox on our to-do list—it’s the heartbeat of our innovation. By sharing their thoughts, preferences, and suggestions, they are not only influencing the direction of our product but also ensuring it aligns seamlessly with the markets’ needs and expectations.

And this is just the beginning! Our commitment to continuous improvement means that your feedback will continue to shape the evolution of our products and services long after the launch of the new version of our Reporting Portal.

Many thanks to our clients for partnering with us on this journey towards a brighter, more transparent future in wealth management. Together, we’re redefining what it means to empower clients in their financial journeys.