Work smarter, not harder with Upload Centre
As data continues to shape the global economy, businesses that harness its power effectively will lead in innovation and growth. Whether through big data analytics, cloud computing, or artificial intelligence, organizations that leverage data strategically will remain agile, competitive, and future-ready in an increasingly digital world.
Big data has traditionally meant time-consuming data-entry, but with Praemium’s Upload Centre, you can work smarter, not harder.
Your Scope portfolios rely on data, which is why we have spent so much time on data integration as a key component of portfolio administration. But inevitably, especially with new portfolios, some manual data entry is required. With the Upload Centre, you can add a thousand transactions in the time it takes to add one transaction. Or you can update portfolio settings for a thousand portfolios in the same time it takes to update one.
Praemium is a transaction-based platform. So, from Upload Centre in Reporting & Administration, you can grab a spreadsheet for almost anything, from cash and trade transactions, to NCBO tax lots, external income data or DRP transactions.
To help establish a new service, there are templates for new portfolios, new users, and setting up new broker and bank links.
Performance and asset allocation settings can be uploaded and applied to thousands of portfolios with a single spreadsheet.
We have templates for keeping unlisted asset prices and custom indices up to date. You can override estimated yields or foreign exchange rates in bulk.
And of course, there is a collection of spreadsheets designed to make the upload of data from other systems, such as MYOB or Macquarie and a host of other banks and accounting platforms.
For a full list of upload spreadsheets and how to use them, we recommend you head over to the Praemium Help Centre.
