Empowering advisers to meet shifting needs

SMA

Customised solutions. Tailored service.

Praemium launched Australia’s first Managed Account in 2005 and has continued to lead in managed account innovation. With nearly two decades of development and refinement, our product has become a trusted, market-leading option for advisers and clients looking for efficiency, control and better client outcomes.

Our platform is not just functional; it’s built to match the expectations and needs of advisers serving high-net worth individuals, offices and professionals. Praemium's SMA solution and state-of-the-art technology can transform your business model, creating more time for high-quality client engagement and focus on what your clients truly value.

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Boost your business performance

With high-quality client engagement & increased business efficiency

Largest menu of investment options

Deliver a tailored investment portfolio at a competitive cost

Rebalancing technology

Your portfolios continue to be aligned with client strategy

Managed accounts offer a structured way to deliver personalised investment strategies at scale. Praemium’s platform helps streamline this process with flexibility and control.

Benefits

Breadth of choice
Increased business efficiency
More platform control and operational scale
Enhanced client engagement
Cost effective

Personalised financial strategies

With the Praemium SMA, you can offer your clients over 350 domestic and international model portfolios and investments. This includes domestic and international listed securities, Exchange Traded Products (ETPs), unlisted managed funds and cash, allowing you to create truly diversified portfolios for your clients.

Customise further with locks, holds and substitutes or utilise our ESG filters to tailor to ethical considerations scalably and efficiently. Praemium's world-class rebalancing engine ensures your clients' portfolios align with the chosen strategy.

As client needs become more diverse, advisers need efficient ways to deliver tailored strategies. A well-designed SMA provides a clear, scalable structure that supports transparency, control and personalised advice.

More time for quality advice

Managed Accounts are a more efficient way to manage portfolios by cutting down the time spent on investment management and paperwork and allowing you to spend more time with clients on things they actually value. Almost 90% of firms using managed accounts spend more time with their clients once unburdened from back-office activities.

Additionally, firms using managed accounts for 75% of their clients were reaping the rewards with a 127% uplift in notional profit per owner compared to those firms not using managed accounts.

Deeper Insight

Our managed account solution provides deeper SMA investment portfolio insight, real-time oversight and the ability to deliver outcomes per evolving client expectations. We support the shift toward high-efficiency, client-centric advice — without compromising quality or depth.

Prioritising the client experience

With Praemium's innovative digital Investor Portal you can provide your clients with a market-leading digital experience.

With customised reporting, performance and tax positions your clients will feel more informed and engaged with their wealth management. Your client meetings can be spent more on strategic conversations rather than portfolio updates.

Cost competitive solutions

Praemium offers a low minimum investment, with competitive administration fees and low brokerage through aggregated trading and the benefit of Praemium's FUM scale. So your clients will receive a cost-effective solution for their investment needs whatever their account size.

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