Delivering a personalised advice service for HNW investors
Praemium's Chief Distribution Officer Martin Morris looks at how to develop a CVP for high-net-worth investors.
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Praemium cybersecurity features you should know about
The impact a cybersecurity breach can have on a business, large or small, is indisputable. It can cause significant reputational damage, destroy customer trust, and cause financial loss. So how can you protect yourself from the threat of a cyber-attack?
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RG97 upcoming changes
RG97 regulations have been updated and the way in which fees are disclosed in Product Disclosure Statements will change effective 30 September 2022. Find out what you need to know.
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Technology to ease you through the tax-year end
By bringing together data from brokers, registries, and bank accounts, Praemium gives you a complete picture of your client’s investment portfolios on one platform, making it easier than ever to get organised for the financial year-end.
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A look back at 2020 and what's in store for 2021
While 2020 might be remembered as a year of many challenges and obstacles, at Praemium we took the opportunity to forge ahead and invest further in improving the client experience and we're not slowing down in 2021!
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Praemium PDS update reflects new investment options
Praemium's latest PDS update reflects it wider range of investment options including the launch of term deposits.
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Praemium SuperSMA - Trustee ownership
Praemium's SuperSMA Trustee Diversa has changed ownership.
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Helping clients through market volatility
Praemium’s platform offers numerous tools and functionality to assist you in navigating your clients through this difficult market period while providing a high level of service and engagement.
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Praemium's new reports provide greater insight for clients
Praemium's latest release includes new reports ranging from simple, concise and visual to more sophisticated detailed information allowing for enhanced engagement and more meaningful strategic conversations between advisers and their clients.
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Praemium SMA Platform cash rate attractive by industry standards
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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