No more tracking down your clients’ investments on multiple platforms and manually assembling reports. Simply implement their investment or SMSF portfolios on Praemium, then automatically produce branded and personalised quarterly, annual and tax reports for them across their entire investment portfolio, whether custodial or non-custodial assets. These time savings can then be diverted to revenue generating activities.
Praemium Scope+ offers the next level of service by removing the hassle of time-consuming portfolio administration out of your office, allowing more time and resources to manage your clients' needs. Our sophisticated and flexible technology enables you to easily customise your business model to best suit your specific needs.
Our Scope+ team collect and process your client’s investment related mail, reconcile portfolio cash and income transactions daily, and match portfolio holdings against each client, so you can be confident that your client’s portfolios are always accurate and in line with accounting standards.
For non-custodial assets you can combine the broker of your choice with the cash accounts your clients use, and invest into an investment strategy using a combination of direct equities, ETFs, managed funds, term deposits and cash.
Consider it as your own team of professional administrators to manage and remove your administrative burdens.
Providing full access to our Adviser Portal, a powerful and customisable visual tool that gives you a view of all your clients and their fully-reconciled investments, you can make better informed decisions and provide an even more enhanced service to your clients.
Praemium Scope and Scope+ provides your clients with access to the most sophisticated tax engine in the platform market, with:
- dynamic tax modelling tools for you as their adviser, and
- accurate and easy to use report packs, for your clients to prepare their end of financial year tax returns
The benefits
- Save time
- Enhance your client relationships
- Experienced team based in Melbourne
- Take the effort out of corporate action processing
Save time
Enhance your client relationships
Provide your clients with access to our user friendly digital Investor Portal, giving them full transparency of their portfolios and allowing you to refocus your time on engaging with them on their financial goals and investment strategy.
Experienced team based in Melbourne
Praemium provides you with a leading team of professionals including accountants, with extensive experience in portfolio and SMSF administration, based in Melbourne. Our Administration Service is growing rapidly and we manage in excess of $29bn for a number of Australia’s leading wealth management firms.
Take the effort out of corporate action processing
Corporate actions become simple within our easy to use online Corporate Action Election Centre. We send you electronic notifications that will allow you to confirm whether your clients are participating in corporate actions such as Share purchase plans, rights issues and buybacks.
Focus more on what your clients value
With Praemium Scope+ we'll take care of onboarding new clients, mail house services, end of tax year reporting and so much more.
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.
