Prepare for end-of-year meetings with the latest insights from fund managers
Our goal is simple - provide the best technology and product solutions that enable advisers to deliver great outcomes for their clients. You want to help your clients achieve their financial goals and have an exceptional wealth management experience. We want that too. So we focus on making your job easier and more efficient and give you the tools to enhance the client experience.
Whether it's simple infographics or highly customised detailed performance and tax analysis. Praemium's reporting allows advisers to tailor information to client information needs and demonstrate the value of their advice.
From customised asset allocation strategies, benchmarks indices and performance you can deliver highly customised reports directly to your clients digital portal.
With an easy-to-use customisable dashboard, you can view all your clients and investments in one place. Our digital applications, onboarding and fee consent ensure the account opening process is quick and efficient.
With tools and calculators to simplify investment management and monitoring, and client insight alerts our technology drives significant efficiencies in your business.
Praemium’s Investor Portal allows you to provide a market-leading digital service and give your clients continuous access to their portfolio on any smart device. Coupled with ESG insights and highly customised reporting your clients will feel engaged and connected with their wealth management experience.
You need to know you can rely on the accuracy of your tax reporting.
Praemium’s tax reporting and sophisticated corporate actions management is widely regarded as the best in the industry.
Praemium creates more time for quality advice. Our technology removes the pain points, delivers increased business efficiency and gives you the time and tools to focus on high-quality client engagement.
The best advice requires the full picture. It's what your clients want too.
Praemium is the only platform that allows every part of your clients' wealth to be managed on a single platform. This enables whole-of-wealth reporting, accurate and reliable tax advice and holistic financial strategy.
Praemium offers market-leading reporting that is infinitely customisable to the needs of the advice practice and their clients. Private wealth clients want the whole picture. They demand it.
Praemium is the only platform that can hold and report on ALL assets in one place and can complement a bespoke portfolio, asset allocation strategy and benchmark with customised personalised reporting.
Our platform is 100% proprietary software built by us in direct consultation with advisers. It's one single integrated solution that delivers the absolute best in efficiencies to meet your clients' needs. You told us what you wanted and we delivered.
We also support you along the way so you are getting the absolute most from our technology and the efficiencies it delivers.
Technology should make life easier and we've designed our platform to simplify the complex.
We pride ourselves on our service. Our partnership approach means we really get to know your business so we can help you get the absolute most from our technology and the efficiencies it delivers. We can help you to customise our solution to what your business needs so you'll get the full benefit of it in no time.
Praemium is pleased to announce the appointment of Richard Large as Chief Technology Officer (CTO). Richard will join the Executive Leadership team and will be responsible for developing and executing the company's technology strategy, and ensuring the company remains at the forefront of innovation in the platform industry.
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In this episode of the Praemium Investment Leaders podcast, host Damian Cilmi talks with Peter Bates, Portfolio Manager of the Global Select Equity Strategy at T. Rowe Price. They delve into the importance of humility in investing and how Peter's early career experiences shaped his investment philosophy. They discuss the role of conviction and acknowledging mistakes, balancing stock picking with macro bets, the case for mid-caps, and the significance of compant management in successful investments. Join them as they explore the lessons Peter has learned from his journey in the world of investing and how humility plays a crucial role in navigating the unpredictable market.
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Praemium's Chief Distribution Officer Martin Morris looks at how to develop a CVP for high-net-worth investors.
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