Praemium - The next-generation platform
Praemium is a leader in the provision of wealth management platform technology, investments and financial planning solutions. Innovation is in our DNA. We were the first to introduce a managed accounts solution in Australia in 2005 and have continued to enhance the market-leading offering in collaboration with our clients, to their unique requirements.
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 22 years to almost 1,000 financial institutions and over 300,000 investors, covering more than $240 billion in funds globally.
Praemium's fully integrated platform is so flexible 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 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.
All about managed accounts
For those starting out on their managed account journey or looking for a way to easily articulate what managed accounts are to their clients, we've created a short video, that provides an introduction to managed accounts and outlines the benefits for investors and advisers.
The Praemium Managed Account suite
Praemium's suite of managed accounts allows advisers to efficiently and easily manage all their clients on a single platform whatever their clients' portfolio structure or size.
Praemium SMA
Praemium’s market-leading Separately Managed Account (SMA) provides financial advisers and their clients with a broad choice of domestic and international model portfolios, professionally managed to a defined investment strategy. The SMA includes:
- Superannuation/pension, SMSF and investment and savings solutions.
- Access to > 350 professionally managed model portfolios and 80 Investment Managers with a world-class rebalancing engine to ensure investors are always in-line with the chosen strategy.
- Digital, 24/7 adviser and client reporting of investment holdings, corporate actions, performance and tax positions.
- Value for money for investors and transformational efficiencies for advice businesses.
Praemium IMA
Praemium’s Individually Managed Account (IMA) enables advice businesses to construct portfolios that are more customised to their clients' specific needs and preferences from a broad universe of SMAs and single investment assets. The Praemium IMA experience includes:
- Superannuation/pension, SMSF and investment and savings solutions.
- A broad range of single investment assets, listed and unlisted, domestic and international. Supported by a CGT 'what-if' engine for assessing the impact of potential portfolio changes.
- Access to > 350 professionally managed model portfolios (domestic and international) and 80 Investment Managers with a world-class rebalancing engine to ensure investors are always in-line with the chosen strategy.
- Digital, 24/7 adviser and investor reporting of investment holdings, corporate actions, performance and tax positions.
Praemium VMA
Virtual Managed Accounts (VMAs) are investment and SMSF portfolios, managed and administered for clients by your business using Praemium’s non-custodial (Virtual) Managed Accounts solution. The Praemium VMA includes:
- Market-leading, complex corporate actions and tax reporting and performance benchmarking supported by an unmatched range of market indices.
- Broad investment asset coverage including all ASX-listed securities, more than 4000 international securities on 40 exchanges and many types of unlisted investments, bonds, managed funds and CMAs, with your choice of execution and custody.
- High-quality client and business reporting tools, including Investor Portal, Report Publisher and Export Centre.
- The broadest range of investment data feeds in the market with other assets maintenance functions (e.g. property and collectibles).
- Praemium’s VMA Administration and SMSF Services enable you to move to a fully outsourced business model.
Praemium UMA
Bringing together the benefits of the SMA, IMA and VMA solutions, the Praemium Unified Managed Account (UMA) provides the ultimate in transparency and account consolidation. With the Praemium UMA advice businesses and their clients can access:
- One consolidated reporting view across custodial (SMA/IMA) and non-custodial (VMA) investment assets.
- An ideal solution for SMSFs covering listed and unlisted, domestic and international, traditional and exotic, professionally managed or directly held investments.
- Market-leading, complex corporate actions and tax reporting and performance benchmarking supported by an unmatched range of market indices.
- Additional efficiencies with the option to outsource non-custodial SMSF and VMA administration back to Praemium.
Fee structure
