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Making a successful transition to managed accounts

05/09/2019 - Feature Articles
If you have identified the benefits of managed accounts and are considering them as a solution for your business, you will need to plan and manage the changes required to implement this new advice model. In our experience, businesses that are most successful in making the transition have embraced managed accounts and the technology that supports them as a strategic solution for their whole practice.
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Introducing your clients to managed accounts

05/09/2019 - Feature Articles
If you're interested in transitioning to managed accounts, managing the change with your clients is crucial to a successful transition and to enhanced client relationships.
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The start of a great relationship

03/09/2019 - Feature Articles
Every adviser is acutely aware of their mounting administration burden. Not only do advisers have to provide good advice, they must show how they have provided it and why. To do this manually for every individual client is an administrative headache that inevitably places a limit on the number of clients an adviser can support successfully.
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Investment Leaders Podcast and Video

29/08/2019 - Product News
Praemium's Damian Cilmi, Head of Governance & Investment Managers, talks to leading investment managers on topics that matter to you and your clients. Delving into investment trends and strategy, market outlooks and more, Damian asks the questions to ensure you are up to date on the latest thinking from some of the world's leading financial minds.
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Sovereign Group partners with Praemium

30/07/2019 - Praemium In The News
International pensions provider Sovereign Group has signed terms with Praemium to offer platform services to its pension scheme members and private clients of Sovereign Wealth.
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Breaking down the complexities of AMIT

17/07/2019 - Product News
We take a look at the tax regulations around AMIT reporting and the requirements on this, as well as how Praemium deal with this in their reporting.
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Praemium SMA Platform cash rate attractive by industry standards

03/07/2019 - Product News
Financial press coverage is suggesting that some investment platforms are providing investors and their advisers with low or negative interest rates on platform cash. Praemium SMA and SuperSMA continue to deliver an attractive interest rate net of fees despite a reducing RBA rate.
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Praemium’s non-custodial admin FUA reaches $6bn

27/06/2019 - Press Releases
Following its launch 18 months ago the Praemium non-custodial VMA Administration service, has grown to over $6 billion in funds under administration (FUA).
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AI to help advisers with client need

26/06/2019 - Feature Articles
For nearly two years, a select team of developers at Praemium has been building an artificial intelligence/machine learning application to help advisers better engage with clients. The release is particularly timely in the wake of the Royal Banking Commission.
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Praemium expands SMSF admin service

19/06/2019 - Praemium In The News
Praemium's Martin Morris talks to Self Managed Super magazine about its strengths in the SMSF administration space and recent enhancements to include the tax return and audit functions necessary for SMSFs.
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