For the last two decades, we've counted some of Australia's largest and most reputable wealth managers as clients. Why is that important? Well for 22 years we've listened closely to their feedback, pain points, wants and needs, about what can be better in a platform and importantly, what's missing from the advice and client experience. We've taken those learnings and crafted the platform functionality and product solutions that advisers want.
We call it advice-led innovation. Advisers who use us just call it a better platform.
Praemium has always been a pioneer in bringing innovative platform features to market; introducing managed accounts to Australia in 2005, and launching ESG platform screening functionality in 2019, because advisers were looking for more from their platform and we delivered.
The best example of our pioneering innovation is our non-custody solution. It's the foundation of our platform and we've continued to refine and enhance it over the last two decades.
With our software, you can bring all investments, assets and clients onto a single platform. No more juggling multiple platforms or manual spreadsheets as you can efficiently manage and report on any asset transacted externally with your choice of execution and brought together by the most comprehensive range of data feeds on any platform.
Our software is used by some of Australia's leading financial institutions and has been built to meet the exacting standards they require. Our proprietary technology ensures we can adapt and react quickly to what our clients need so that you have software that really supports your business and allows you to deliver an exceptional wealth management experience for your clients. It's one of the reasons why we're rated the No. 1 platform for Security, Data and Integration by Investment Trends.
All assets & investments
International & domestic equities, TDs, ETFs managed funds, we do it all.
Customised reporting
Total wealth reporting on non-custody and custody solutions.
Outsourced administration
We've got tools to scale your own admin or we can do it for you.
Implement the investment strategy you want for your clients without the constraints that you may associate with a platform. Our technology can underpin any investment or legal structure so you can offer a holistic wealth management service to your High Net Worth and SMSF clients.
With Praemium you have the ultimate flexibility to support the variety of tailored advice strategies you develop to cater to your entire client base and implement them with your choice of external execution and even custody.
Praemium offers one of the most comprehensive ranges of data and market indices feeds and API integrations. Build a core tech stack unique to your business needs, aggregate all your data sources and manage all your investment assets on a single platform.
Our software provides transparent, accurate tax and investment with 230+ customisation options. You can report on all ASX-listed securities, more than 4,000 international securities, bonds, managed funds, unlisted investments, CMA and Term Deposits and create your own asset types for cryptocurrency, property and wine collections.
Our technology has built-in tools to help scale your administration, but Praemium's Administration Service can take care of onboarding new clients, mail house services, end of tax year reporting and so much more.
