The newly released 2025 Investment Trends Platform Competitive Analysis and Benchmarking Report reinforces a clear theme across the advice industry: platform value is defined less by feature breadth and more by how effectively a platform supports advisers in delivering consistent outcomes, managing risk and operating efficiently as their businesses grow.
Against this backdrop, Praemium retained its position as the number three platform overall, reflecting sustained performance across the six category groups assessed. More importantly, the platform continued to excel in the areas advisers consistently identify as most critical to their day to day operations, delivering 19 number one sub category results focused on data integrity, integration, reporting execution, transaction reliability and security governance.
Confidence in data and integration across total wealth
For advisers, confidence in data underpins everything — advice quality, reporting accuracy, compliance and client trust. As portfolios increasingly span custodial and non custodial assets, the ability to consolidate, reconcile and integrate data across systems has become a defining requirement.
In the 2025 report, Praemium was rated number one overall in the Data & Integrations category for the fifth consecutive time, reinforcing the platform’s long standing strength in this area. This result was supported by multiple number one sub category outcomes, including:
- Non custodial asset reporting
- API capability
- Ability to push data to external systems
- Ability to pull data from planning platforms
These results reflect Praemium’s continued focus on delivering a reliable, total wealth data foundation for advisers. Automated feeds, mature integration frameworks and consistent reconciliation help reduce manual data handling and provide greater confidence that advice and reporting are based on a complete and accurate view of each client’s financial position.
Click for more information on our Data Integration capability, including a link to our Data integrations for advice firms ebook.
Reporting execution that supports advice delivery
Reporting remains one of the most visible expressions of advice value and one of the most operationally demanding areas of an advice business. Advisers need reporting processes that are dependable, scalable and capable of supporting advice conversations without adding unnecessary administrative effort.
Within the Reporting category, Praemium achieved number one sub category results recognising strength in the execution elements of reporting, including:
- Report generation
- Advice document capability
- Investor correspondence
- Advanced analytics and reporting tools
These outcomes reflect Praemium’s ability to support advisers in producing advice ready reporting efficiently and consistently.
Click for more information on Praemium's report personalisation features that allow reporting to operate as a client engagement enabler rather than an operational burden.
Transaction capability that supports operational confidence
Transaction execution plays a critical role in adviser confidence, particularly as more firms scale managed accounts and model portfolios across their client base. Reliable execution reduces operational risk and supports consistent client outcomes.
Praemium achieved number one sub category results within the Transaction Tools category, including:
- Managed account and model portfolio execution
- Order handling during maintenance windows
These results reflect a focus on execution reliability and operational continuity, supporting advisers as transaction volumes increase.
Security governance that supports trust
Cybersecurity is now an essential component of platform assessment, driven by regulatory expectations and heightened client awareness. Advisers need assurance that security controls are embedded, governed and maintained without adding complexity to their own operations.
Praemium achieved number one sub category results within the Cybersecurity category relating to security governance and control maturity, reinforcing its focus on protecting data integrity and supporting adviser confidence in meeting regulatory and client expectations.
Delivering excellence where it counts
Praemium’s performance in the 2025 report reflects a clear and consistent strategy: excelling in the areas that matter most to advisers and their clients. Retaining a top three overall platform position, achieving 19 number one sub category results, and securing a fifth consecutive number one ranking in Data & Integrations demonstrates sustained alignment to adviser priorities.
Rather than attempting to lead every category, Praemium continues to focus on reducing friction, improving reliability and supporting advice delivery where the cost of failure is highest. The 2025 report reinforces that this focus remains central to how advisers assess platform value — and where Praemium continues to deliver.