Today’s investors don’t just want a digital service. They expect it.

Praemium sets the benchmark for digital-first wealth management software, delivering a tailored and powerful experience for advisers managing complex portfolios. Trusted for over 24 years, our premium platform is built to serve the evolving needs of high-net-worth Australians.

Building long-term, sustainable relationships relies on high-quality client engagement. Our technology supports this and creates opportunities for easy and scalable engagement with your clients. An essential part of this engagement is updating your clients on their investments. 

Today's investors want to feel in control of their wealth management. Delivering a digital service demands intelligent, scalable tools like Praemium’s wealth management software.

A digital advice experience is essential

The intergenerational wealth transfer is underway, and Millennials and Gen Z expect a digital service. Attracting the next generation of investors requires a digital client experience that can help you exceed investor expectations.

Delivered in your own corporate branding, Praemium’s Investor Portal allows you to provide a market-leading digital service and give your clients continuous access to their portfolio on any smart device. This allows you to spend less time on portfolio updates and more on engagement with your clients on strategy, goals and progress.

Praemium offers one of the industry’s most advanced wealth management software in Australia. It combines portfolio modelling, environmental, social and governance (ESG) screening, cash flow automation and AI-driven performance tools. Our wealth management software delivers unmatched control and clarity to manage even your most complex client’s portfolio. 

 

40% of customers today prefer self-service to human contact

(Source: Aspect)

50% believe their adviser should offer a digital solution

(Source: Accenture)

89% of investors say their preferred channel will be mobile apps

(Source: Deloitte)

Provide your clients with a window into their investments

Personalised performance reporting

24/7 information from any mobile device

Portfolio reporting plays a crucial role in providing a personalised experience by presenting information to clients that shows their investment solution is uniquely customised to their financial goals.

It supports the high-quality client engagement that investors value as part of a personalised experience and provides an opportunity for meaningful conversations.

As part of our advanced investment portfolio management software, the Investor Portal provides your clients with online access to up-to-date information; such as, valuations, asset breakdowns, performance charts, cash and trade transactions and much more.

Personalised performance reporting
Easy access to reports and documents

Fast, secure and paper-free

Sharing documents and reports via your client's Investor Portal means the information is delivered instantly and a copy is always available to them.

Knowing if and when they view your correspondence provides more opportunities to engage with them.

Requesting your client’s digital consent for forms, account applications and other document types you have sent them is fast, safe, auditable, and paper-free.

Easy access to reports and documents
Environmental, social and governance

Help align your clients investment goals with their values

Providing an investment strategy that aligns with their values is increasingly important for today's investors and provides another opportunity for quality engagement.

Our ESG filters allow the opportunity to gain a deeper understanding about your clients’ values and attitudes to ethical investing that further reinforces the adviser-client relationship.

Environmental, social and governance
[Over the next two years] digital engagement will become more important than personal interaction for a third of firms.
Deloitte, Wealth and asset management 4.0 - How digital, social, and regulatory shifts will transform the industry

Benefits

A fully customisable dashboard that you can carry around in your pocket

Adviser Portal is the beating heart of Praemium’s suite of online business management functionality. We refer to it as actionable intelligence for your business, where Adviser Portal contains the information you need, right alongside tools you can use to provide the best customer experience for your clients.

With Praemium, you can build your own dashboard by choosing the windows that provide the access and insights into your clients’ portfolios that you need. While being able to rearrange and resize them so the things you need to see at a glance are always on top.

Fast, easy and always available

Simple online wizards guide you through the account opening process, where you select assets, set up bank accounts and regular cash flows, and nominate investment sources with single-click options such as in-specie transfers and BPAY cash deposits.

And best of all, you can get your clients’ digital approval for their new account, eliminating paperwork, and automatically submitting applications to Praemium for fast and efficient digital processing, so your investment strategy is implemented significantly faster than traditional postal applications. 

Market-leading investment options

Build the perfect portfolio for your client with online access to a broad selection of investment options as either single investment assets and/or professionally managed model portfolios.

When re-weighting client assets, Praemium's unique capital gains tax (CGT) modelling calculator lets you test trade impacts on your client's indicative tax position before committing to investment changes.

Tailor portfolios to your clients’ needs by selecting from a range of customisations or by applying ESG filters that help align their investments with their ethical, social and governance values and beliefs.  

Set up and maintain cash flows, then monitor them from an online summary screen that allows you to drill down into individual cash, income, expense and trade transactions.

Automate the level of service you provide

Financial service businesses, like any industry, contain day-to-day operations that involve replicating the same steps. That’s why we work closely with our clients to help alleviate the burden of administration so you can spend more time with your clients.

We can help you define common, business-wide templates for tasks such as opening applications, selecting assets, defining and assigning investment strategies, all based on matching your client’s investment goals.

Reduce the administrative burden

Regulations around ongoing advice fees are onerous. But our fee consent functionality stands out in the platform pack for providing an automated and auditable peace-of-mind solution that advisers can depend on.

Advice fee options are flexible in that they allow you to set up both ongoing fee arrangements and fixed term fees for dollar and percentage amounts. Fee consent for new accounts is automatic, as part of the client’s application approval. But ongoing and fixed term fees can be easily managed for all your clients in Adviser Portal.

Our Fees calculator in Adviser Portal is designed to provide a summary of the fees and costs that may be applicable to an account based on the investment amount and your recommended investment strategy.

Data-driven information about your clients and their investments

Praemium's prize-winning innovative functionality provides advisers with knowledge and insights designed to enhance client engagement and strengthen the adviser-client relationship.

The Insights functionality uses data science and machine learning to identify client behaviour patterns that may require further advice. As part of our sophisticated wealth management solution, this feature ensures advisers can respond quickly to triggers in market activity, portfolio performance or personal changes. These insights help advisers engage clients at the right time, when updated financial guidance is most valuable.

Increasing client satisfaction with digital engagement

Delivering an advice service that aligns with investor expectations is a key contributor to client satisfaction and is increasingly important for attracting and retaining clients and building long-term relationships.

Download our guide for more information.

Start your digital advantage with Praemium today

Elevate your advisory services with Praemium’s award winning wealth management solution. Our intuitive platform simplifies complex administration, helping advisers deliver tailored insights faster. Designed with both investors and advisers in mind, Praemium enables seamless collaboration across devices.

Contact us today and discover how our wealth management software in Australia can transform your client engagements and streamline your operations.

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