21/05/2024
With Praemium, you can unlock the full potential of your advisory services, deliver value to your clients and gain a competitive advantage in the wealth management landscape.
Designed specifically for advisers who want to offer a holistic and comprehensive wealth management solution, Praemium Scope empowers you to deliver a total wealth reporting and administration solution efficiently and easily. With the option to fully outsource your non-custody administration to our expert team of administrators, you can further simplify your business operations and focus more time on delivering the personalised service your clients demand.
Experience the advantage of 100% in-house developed technology. Collaborate with us to shape the functionality your clients demand, ensuring you have the tools to effectively support their wealth objectives. Praemium’s continuous improvement culture means we are always working on the next iteration of our software, so you always have access to the latest industry-leading innovations, providing you with a truly next-generation platform.
Unlock the full potential of your advisory service
Craft tailored advice strategies that truly cater to your diverse client base. With Praemium Scope you have the freedom to control your own external execution and custody management. This flexibility empowers you to support a variety of investment approaches, allowing you to create bespoke portfolios for different client segments.
Tax optimisation is one of the most important things to investors and ensuring you have accurate and up-to-date tax information to develop a tax optimisation strategy is critical. Praemium’s tax optimisation and sophisticated corporate actions management is widely regarded as the best in the industry. Advanced modelling tools and calculators allow you to perform future CGT modelling or predict future income, just as easily as retrospective reporting.
Our corporate actions expertise across thousands of listed securities, with a database stretching back to 1985, means we can deliver accurate tax and performance reporting, minimising the impact of product rulings and ensuring our clients have access to historic reporting at any time.
Praemium offers the ability to report on a comprehensive range of investments and assets including:
With 230+ customisation options you can provide up-to-date accurate information to your clients, personalised to them.
Confidently perform future CGT modelling or predict future income, just as easily as retrospective reporting and ensure your clients’ portfolios are aligned with their tax goals.
With the most comprehensive corporate actions database in the market, you have the comfort of knowing that portfolios are accurate at all times, even when navigating product rulings that traditional platforms struggle to process.
Access a wide range of data sources and API integrations to consolidate all your investment assets on one platform.
Our software is used by some of Australia's leading financial institutions and has been built to meet the exacting standards they require.
Request a copy of our Praemium Scope brochure to learn more about how we can help your practice lighten the load and reduce its administrative burden.
