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Software licensing
/what-we-do/software-licensing/ -
Investments & Superannuation
/what-we-do/investments-superannuation/Find out about Praemium's breadth of investment options
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How managed accounts can meet evolving investor needs
/news-insights/how-managed-accounts-can-meet-evolving-investor-needs/Managed accounts offer many benefits to advisers but they are also catering to the changing needs of investors.
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Alternatives
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Private Wealth cut-off dates
/resources/preparing-for-tax-year-end/private-wealth-cut-off-dates/ -
Tech for tax year end
/news-insights/tech-for-tax-year-end/By bringing together data from brokers, registries, and bank accounts, Praemium gives you a complete picture of your client’s investment portfolios on one platform, making it easier than ever to get o…
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Busting the myths of managed account & client size
/news-insights/busting-the-myths-of-managed-account-client-size/Many advisers believe managed accounts aren't suitable for clients with low balance portfolios. We look at the reasons behind this and if there's any truth to them.
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Praemium add Antares model portfolios to SMA
/news-insights/praemium-add-antares-model-portfolios-to-sma/The Praemium SMA has expanded its list of available model portfolios with the addition of three Antares portfolios.
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Platform usage masking adviser aspirations
/news-insights/platform-usage-masking-adviser-aspirations/Recent research, commissioned by Praemium with leading research firm Investment Trends, indicates that almost a quarter of clients’ portfolios are managed off-platform with advisers also using an incr…