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06/03/2024
Take control of your wealth
In today's volatile investment market, you need to manage your wealth according to your goals, backed up by quality professional advice.
Headquartered in Melbourne, Praemium is an ASX-listed company that has been providing investment platform and technology solutions to financial advisers and their clients since 2001. We were the first to launch Separately Managed Accounts (SMAs) to the Australian market in 2005, and our technology and wealth management solutions continue to support a wide range of advice businesses and their clients, with solutions catering to retirees, pre-retirees, SMSF trustees and High Net Worth investors.
Our integrated platform is designed for advisers only, where we partner with them providing the technology they need to deliver a quality advice service including:
- Offering a variety of investment options for individuals, families, and trustees.
- A wide selection of domestic and international investments for superannuation, retirement, SMSFs, and savings.
- Valuable insights into your portfolio with comprehensive and transparent reporting.
- Customisation options to assist with creating investment strategies tailored to your unique requirements and financial goals at a competitive cost.
We are dedicated to delivering the latest in innovative functionality and investment solutions, to help advisers deliver their services more efficiently to their clients and support an exceptional wealth management experience. This includes our digital investor experience, Investor Portal, which gives you 24/7 access to your portfolio, no matter where you are.
The power of choice for you and your adviser
We have investment options based on your life stage, risk appetite, and goals
Managing your tax
Our tools allow your adviser to optimise your tax position
Keep track or your investments in one place
With our Investor Portal, you can take better control of your finances.
Your wealth at your fingertips
In today’s world, having continuous access to your investment portfolio is a must. With Investor Portal you’ll have a digital service illustrating where your money is invested, view portfolio holdings and see how your portfolio is performing. It provides you with a convenient and accessible way to keep track of your investments, 24/7 from any device.
You will be able to deep dive into the performance of individual assets, compare your portfolios against a wide range of benchmarks to determine if you are on track to meet your financial goals, and monitor dividends and expenses. Additionally, you will have quick and easy access to important investment reports, tax report, and other financial documents, so you can stay informed and make informed decisions about your investments.