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Investment Leaders Podcast

News & Insights

06/03/2024

We help advisers deliver great outcomes for clients

With Praemium you can offer the advice and service that’s best for your clients, without limitation. For 22 years we’ve listened closely to what our clients want and worked collaboratively with leading global professionals from every area of wealth management, to develop technology that exceeds expectations.

We're an established leader in private wealth solutions and count approximately 40% of the annual Barron's Top 100 Advisers as clients. Our institutional-grade technology is built for the demands of sophisticated investors with the ability to support all custodial and non-custodial investments including alternative assets and provide the level of detail in reporting that these investors expect.

But we're not just for the top end of town, as the pioneer of managed accounts technology the very same platform can effortlessly scale to meet the needs of emerging high-net-worth individuals to accumulators building their wealth and all clients in between. We pride ourselves on being able to help businesses scale sufficiently and support their growth ambitions by leveraging the power of our technology and our partnership approach.

With Praemium you won't need to manage and administer your clients across multiple platforms or use spreadsheets to manage your clients' wealth. You'll have a single platform that can meet all your needs, with market-leading business and client engagement tools that give you unparalleled efficiency and the power to deliver an exceptional wealth management experience for your clients. Our award-winning platform is designed to empower you to run your business your way. 

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Technology that simplifies the complex

Enhance your business efficiency

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Market-leading client engagement

Spend less time on portfolio updates and more on strategy

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Three tiers of adviser support

Dedicated support when you need it

Delivering the support that modern and sophisticated advice firms need

Praemium's integrated platform offers a range of services for you and your clients, including market-leading digital tools for client and business reporting and the flexibility to create tailored product solutions for superannuation/pension, SMSFs, savings, and investment requirements with a wide range of domestic and international investments. Our ultra-modern Adviser Portal provides a dashboard view of clients, easy-to-use investment selection and portfolio management and a comprehensive database dating back to 1985 that makes corporate actions and tax management unbeatable.

Our platform enables you to outsource non-advice-related tasks, such as investment portfolio management, administration, and reporting, to improve business efficiency and give you more time for client engagement, leading to increased value for clients. Additionally, you'll get a single view of every investment asset for every client, a world-class custodial rebalancing engine, comprehensive non-custodial investment data feeds, competitive administration fees and low brokerage rates, and an investor portal with a market-leading digital experience from any device connected to the internet.

Client Insights - Luke Laretive, CEO Seneca Financial

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Luke Laretive, CEO of Seneca Financial Solutions shares his experience of working with Praemium, the benefits of the technology for his practice and how the team have supported his business ambitions.

Client Insights - Jamie Ardern, Kofkin Bond & Co

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Jamie Ardern, General Manager of Kofkin Bond & Co, discusses what Kofkin Bond & Co were seeking from a platform and from a partner and why they chose Praemium.

You and your clients can count on us

  1. Support & Service
  2. Driving Business Efficiency
  3. Superior Digital Engagement
  4. Custody & Non-Custody Solutions

Support whenever you need

We understand that every business is unique and that's why we offer personalised onboarding designed specifically to work for you, with your own dedicated implementation manager overseeing the entire process. Our Help Centre is available 24/7 and is fully searchable, so you can quickly find answers to any questions you may have.

Our training library is constantly expanding, offering quick reference guides, videos, and regular live webinars, so you can continue to improve and grow your knowledge. Lastly, our client support team is made up of industry-trained experts who are available to help you via phone, email, or web chat, ensuring that you always have the support you need to succeed.

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Ditch the admin

With Praemium, you can streamline your processes and simplify your work with our digital workflows for account opening and fee collection, along with investment monitoring. Our ultra-modern Adviser Portal features easy-to-use investment selection and portfolio management tools, as well as a dashboard view of your clients, allowing you to manage your business efficiently.

Additionally, our competitive administration fees and low brokerage rates through aggregated trading mean that you can offer value to your clients at every level, making Praemium the perfect partner for your business.

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Personalised digital wealth experiences

Access market-leading digital tools for client and business reporting, including tailored managed account solutions, an ultra-modern Adviser Portal with easy-to-use investment selection and portfolio management, and a comprehensive dashboard view of your clients.

The Investor Portal offers a digital experience from any internet-enabled device, providing you and your clients with unparalleled access to your wealth management information, anywhere and anytime.

Partner with Praemium for a truly innovative and cutting-edge wealth management experience.

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A wealth of investments solutions

Experience unparalleled investment options with Praemium. Our breadth of assets is unmatched in the Australian market, offering superannuation, pension, SMSF, and investment options, a wide range of domestic and international investments, both custody and non-custody options, and even access to alternative assets.

With our extensive offerings, you and your clients can feel confident in creating a truly diverse and customised investment portfolio. Partner with Praemium for a superior investment experience.

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Award-winning platform functionality

The foundation of great advice is having the right information to make good decisions. Praemium technology gives you the tools to deliver a great advice service scalably and efficiently, it’s why advisers rated us number 1 in 14 subcategories in the most recent Investment Trends Platform Benchmarking and Competitor Analysis Survey 2022:

Leading the Way in Investment Technology

With a focus on online business management and reporting, we provide investment professionals with the tools and insights they need to thrive in a dynamic market. Our award-winning technology is built with efficiency and reliability in mind, delivering a streamlined user experience that helps you focus on what matters most: your clients.

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Make the complex simple

We elevate your business with technology tailored to your unique needs. Our API and data feeds allow you to build a robust core technology stack, while our software licensing solutions provide a comprehensive view of your clients' total wealth. Streamline your operations and stay ahead of the competition with our cutting-edge solutions.

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Don't be limited by your platform

Unlock the power of responsible investing with our cutting-edge ESG investment filters. Our platform puts you in control, allowing you to align clients' portfolios with their values and make a positive impact on the world.

Help your clients plan for their futures with ease using our advanced retirement and fee calculators. Experience the benefits of a technology-driven approach to financial management.

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