One platform. For every asset. For every client. For every advice business.
Our research has identified that financial advisers manage only 78% of their client’s wealth on a platform. With 59% of advisers administering some client assets off-platform. The perception is that advisers need to use multiple platforms to satisfy client best interest duty. However, they aspire to have one platform that can deliver to all client segments, catering for all forms of managed accounts and investments including custodial and non-custodial assets.
There is a very real gap between the wealth management experience investors receive for on-platform and off-platform assets.
Bridging the platform gap
Read the latest research
Praemium in conjunction with Investment Trends has undertaken research to determine how advisers are managing their clients’ assets.
The research identifies:
- How advisers are managing platform (custodial) and off-platform (non-custodial) assets
- The ‘platform gap’ and the time impact this is having on advice firms
- Adviser aspirations for platform solutions
- Perceived barriers for platform usage in meeting all client requirements.
- What platforms need to deliver for advisers to use them for 100% of their clients' wealth.
The Platform of Everything
Praemium’s integrated Managed Account platform is the platform advisers aspire to. With the ability to provide all forms of custodial and non-custodial managed accounts, a broad range of investment assets, tailored competitive pricing and consolidated administration and reporting for all investor types.
For the first time, you can offer the advice and service that's best for your clients, not what you are limited to by a platform. Praemium enables you to provide an exceptional wealth management experience to your clients.
Uncompromised. Flexible. Customisable. Individual.
From gold to Gauguin, SMAs to MDAs, shares to managed funds.
Whether you want to outsource your investment selection to a model portfolio or create bespoke portfolios from a range of individual assets, you can do it all on the Praemium platform. And, with our market-leading data feeds, you can see all of your clients’ non-custody assets on a single platform, from property and collectibles to term deposits and direct equities.
There's no need to manage assets on a spreadsheet or multiple software, now you can have a holistic view of your client’s entire portfolio.
From small to high net worth clients
Whatever your client base looks like; Mum and Dad investors with a small nest egg or high net worth investors with complex portfolios we can help you manage all of your client segments from a single platform.
Praemium can help you create tailored solutions for any portfolio size. You can then see all your clients in one place, with valuable client insights at your fingertips.
From corporate actions and tax reports to fully outsourced administration.
Our sophisticated corporate actions management and accurate, customisable reporting is widely regarded as the best in the industry. Our research shows that reporting of non-custodial assets is extra time consuming, so get that time back and outsource the administration to us!
Imagine your clients’ investment mail processed, files, reports and documents all reconciled and sorted by client without lifting a finger.
With technology for every business.
From the smallest of adviser firms to the largest of financial institutions we can effectively support the complete financial advice process. Our innovative Adviser Portal provides you with cutting edge functionality, including AI insights and ESG screening, to take your business into the next decade and beyond.
Our Investor Portal promotes high-quality client engagement through a customised digital experience that allows your clients to access their portfolio information whenever and wherever they want.
We do it all.
Praemium offers the platform of everything. Every type of investment asset. Every size of client portfolio. Every kind of advice business.