Manage your business and all your clients, on one integrated Managed Accounts platform.
Find out moreThe old way of doing things just won’t cut it anymore. Find out how our next-gen platform is leading the way in managed accounts.
Find out about our technology
With the many challenges facing advice firms, an innovative technology strategy may not be at the top of your business objectives. However, with consumers quick to adopt new technologies and an increasing expectation for new innovations and digitised services, financial planning firms need to have a strategy that allows them to evolve with this landscape and an innovative culture that makes embracing these changes a seamless and natural process.
Read article
Damian Cilmi talks to Charles Jamieson, CIO of Jamieson Coote Bonds about the bond markets and whether negative yields can be a positive for investors in episode 3 of the Investment Leaders series.
Read article
The Praemium SMA has expanded its list of available model portfolios with the addition of three Antares portfolios.
Read article