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29/01/2026
We empower advisers to deliver great outcomes
Your wealth. Your way.
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
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:
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Offering a variety of investment options for individuals, families, and trustees.
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A wide selection of domestic and international investments for superannuation, retirement, SMSFs, and savings.
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Valuable insights into your portfolio with comprehensive and transparent reporting.
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Customisation options to assist with creating investment strategies tailored to your unique requirements and financial goals at a competitive cost.
$430m
Market Capitalisation
As at 30 December 2025
$67b
Funds under administration
As at 30 September 2025
24
years' of experience
Praemium's Investor Portal
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.
Advanced investment technology built for every investor
Praemium’s institutional‑grade platform supports a wide range of assets, offering fast, flexible trading and seamless reporting across diversified portfolios.
You benefit from:
- Breadth of investment choice: Access over 350 domestic and international model portfolios spanning listed securities, ETFs, managed funds and cash.
- Transparent portfolio insight: See individual holdings, pricing data and daily rebalancing activity in a clear, easy‑to‑understand format.
- Beneficial ownership: You remain the beneficial owner of your underlying investments, receiving dividends and franking credits directly.
- Personalised portfolios: Build a portfolio that reflects your values and preferences, including custom ESG profiles and tailored exclusions.
Security you can trust
Your wealth and your data deserve the highest protection. Praemium’s platform uses advanced security protocols, including Multi‑Factor Authentication, secure data storage and a protected digital communication channel, ensuring your financial information remains private and secure.
Stay informed with deeper insights
Our advanced reporting engine helps you understand your wealth with clarity. Access detailed performance dashboards, tax reporting, capital gains tracking and diversification insights. With daily reconciliations and in‑depth analysis tools, you always know exactly how your portfolio is positioned.
Tax‑efficient features designed for complex wealth
Praemium’s whole‑of‑wealth platform provides tax‑aware tools that support your adviser in managing capital gains across even the most intricate portfolios. Features include:
- Detailed capital gains tracking
- Tax parcel selection
- Scenario modelling for tax‑aware decisions
These features help ensure your adviser can structure your investments efficiently while you maintain full visibility and control.
Always aligned to your strategy
Through auto‑rebalancing and advanced corporate actions management, your portfolio stays aligned to the strategy set by your adviser and portfolio manager. You enjoy the benefits of a professionally managed solution without losing visibility into each underlying investment.
Award-winning platform functionality
The foundation of great advice is having the right information to make good decisions. Praemium technology gives your adviser the tools to deliver a great advice service scalably and efficiently, it’s why we won Best in Data and Integrations in the Investment Trends Platform Benchmarking and Competitor Analysis Survey.
Important Disclosure: This information is general in nature and does not consider your personal financial circumstances. You should consult your financial adviser and the relevant product disclosure documents (PDS) before considering investment in any financial product offered by Praemium.