No. 1

Security & Data Integration
Investment Trends Platform Benchmarking Survey 2023

No. 1

Decision Support Tools
Investment Trends Platform Benchmarking Survey 2023

No 1.

in 17 sub-categories
Investment Trends Platform Benchmarking Survey 2023

Our goal is simple - provide the best technology and product solutions that enable advisers to deliver great outcomes for their clients. You want to help your clients achieve their financial goals and have an exceptional wealth management experience. We want that too. So we focus on making your job easier and more efficient and give you the tools to enhance the client experience.

Take a look at our platform functionality

View a demo of our platform
View a demo of our platform
Find out how our technology and efficiencies and client engagement benefits it delivers can seriously enhance your business. Our Business Development Team can also arrange a bespoke demonstration tailored to your business needs.

Access a market-leading alternative capability

HNWs are increasing their allocation to alternatives. In our latest research, we look at what this means for your advice practice and how the right platform partner can help you navigate the complexities of the asset class with ease.

Praemium's platform brings you innovations to transform your advice service

Enhance your value proposition with customised reporting

Whether it's simple infographics or highly customised detailed performance and tax analysis. Praemium's reporting allows advisers to tailor information to client information needs and demonstrate the value of their advice. 

From customised asset allocation strategies, benchmarks indices and performance you can deliver highly customised reports directly to your clients digital portal. 

Powerful efficiencies for your business

With an easy-to-use customisable dashboard, you can view all your clients and investments in one place. Our digital applications, onboarding and fee consent ensure the account opening process is quick and efficient. 

With tools and calculators to simplify investment management and monitoring, and client insight alerts our technology drives significant efficiencies in your business. 

A next generation wealth experience

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. Coupled with ESG insights and highly customised reporting your clients will feel engaged and connected with their wealth management experience.  

Tax reporting you can trust

You need to know you can rely on the accuracy of your tax reporting. 

Praemium’s tax reporting and sophisticated corporate actions management is widely regarded as the best in the industry.

Over 22 years of listening to advisers. Our technology delivers the innovations you asked for.

More time for a better advice experience

Praemium creates more time for quality advice. Our technology removes the pain points, delivers increased business efficiency and gives you the time and tools to focus on high-quality client engagement.

Total wealth view on a single platform

The best advice requires the full picture. It's what your clients want too. 

Praemium is the only platform that allows every part of your clients' wealth to be managed on a single platform. This enables whole-of-wealth reporting, accurate and reliable tax advice and holistic financial strategy. 

The best client engagement demands the best reporting.

Praemium offers market-leading reporting that is infinitely customisable to the needs of the advice practice and their clients. Private wealth clients want the whole picture. They demand it.

Praemium is the only platform that can hold and report on ALL assets in one place and can complement a bespoke portfolio, asset allocation strategy and benchmark with customised personalised reporting. 

100% built by us for you

Our platform is 100% proprietary software built by us in direct consultation with advisers. It's one single integrated solution that delivers the absolute best in efficiencies to meet your clients' needs.  You told us what you wanted and we delivered. 

We also support you along the way so you are getting the absolute most from our technology and the efficiencies it delivers.

Unlimit your business potential

Technology should make life easier and we've designed our platform to simplify the complex. 

We pride ourselves on our service. Our partnership approach means we really get to know your business so we can help you get the absolute most from our technology and the efficiencies it delivers. We can help you to customise our solution to what your business needs so you'll get the full benefit of it in no time. 


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News & Insights

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The Co-Investment Advantage: Leveraging Partnerships in Private Equity 22/02/2024 - Podcasts

Damian Cilmi interviews José Luis González Pastor, the Managing Director of Neuberger Berman's Private Equity Team. The episode covers the growing interest in private equity investments, the benefits of co-investments for investors, and the evolving dynamics of the private equity market.

Read article

An alternative engagement strategy 20/05/2024 - Feature Articles

Praemium's research with CoreData highlights a compelling connection: HNWs who incorporate alternative investments into their portfolios tend to have stronger relationships with their adviser and increased engagement with their wealth.

Read article
See all News & Insights