One platform. For every asset. For every client. For every advice business.
The Platform of Everything
Praemium’s integrated Managed Account platform is the platform advisers aspire to. With the ability to provide all forms of custodial and non-custodial managed accounts, a broad range of investment assets, tailored competitive pricing and consolidated administration and reporting for all investor types.
For the first time, you can offer the advice and service that's best for your clients, not what you are limited to by a platform. Praemium enables you to provide an exceptional wealth management experience to your clients.
Uncompromised. Flexible. Customisable. Individual.
Innovation never sleeps
Innovation is in our DNA. In collaboration with financial professionals, we have crafted the ideal functionality you need to provide better service to your clients. It's something we never stop working at.
Our continuous improvement culture ensures you have the latest in industry-leading innovations to give you a truly next-generation platform.
Fully Digital Enabled Service - Get it done digitally.
COVID may have prompted many advisers to move to a digital service, but its a trend that is likely to remain.
Praemium's platform provides a full end-to-end digital process. Digital applications, automated reporting, digital client consent. No paperwork. And with easy ongoing communication delivered straight to your clients via the Investor Portal.
Environmental, Social & Governance Screening - More of a good thing.
Support a growing client segment interested in ethical investing with a range of ESG managed investment solutions, from leading investment managers. Alternatively create your own, using our 9 ethical screening criteria and deliver a tailored scalable ESG solution for your clients.
Machine Learning & AI - Know your clients better
Praemium's Insights functionality lets you get to know your clients better and improves client retention rates by identifying when your clients may be most in need of financial advice, particularly useful in these uncertain times.
Bridging the platform gap
We researched the market to find out how advisers are managing assets on and off-platform.
Download a copy of the research report to find out about:
- How advisers are managing platform (custodial) and off-platform (non-custodial) assets
- The ‘platform gap’ and the time impact this is having on advice firms
- Adviser aspirations for platform solutions
- Perceived barriers for platform usage in meeting all client requirements.
- What platforms need to deliver for advisers to use them for 100% of their clients' wealth.