Scope+
Your administration and reporting completely outsourced.
Praemium Scope+ offers the next level of service by removing the hassle of time-consuming portfolio administration from your office, allowing more time and resources to manage your clients' needs.
Scope Plus
Your clients deserve access to the best investment portfolio management tools the market has to offer. The Praemium Scope+ investment portfolio administration platform gives your clients the power to make strategic, data-driven investment decisions, all from one reliable software.
-
Save time.
Scope+ removes the day-to-day burden of managing portfolio administration, so you can focus on deepening relationships, strategic advice and scaling your advice.
-
Reduce cost.
Avoid the cost and complexity of building internal administration capability with a specialist service designed to scale with growth.
-
Focus on advice.
Deliver consistent portfolio management and clear digital reporting, enabling more informed client conversations and stronger business outcomes.
Client Onboarding
We handle client onboarding seamlessly through the establishment of portfolios and SMSF accounts on the platform, including trustee details and asset setup. We also transition existing Scope accounts into Scope Plus, ensuring full account reconciliation and reporting continuity.
Start streamlining your client onboarding
Corporate actions
We manage corporate actions on your behalf, liaising with your nominated contact to process elections across all impacted client portfolios. We also prepare bulk payment instruction files, including CHESS instructions where required, ensuring consistent accurate and efficient execution.
Mail and document storage sorted
We take care of all the manual work associated with correspondence and documentation.
Including
· Dedicated Praemium ‘Post Box’ for all client mail
· Daily processing of client mail
· Online document management and storage facility.
Expert administrators
Praemium provides you with a leading team of professionals including tax and corporate action analysts, with extensive experience in portfolio and SMSF administration, based in Melbourne. Our Administration Service is growing rapidly and we manage in excess of $29bn for a number of Australia’s leading wealth management firms.
Praemium Scope+ combines all the reporting and administration features of Scope with a fully managed, outsourced administration service. Praemium's Melbourne-based team of tax, finance and administration specialists handles portfolio reconciliation, corporate action processing, client mail management, and document storage on your behalf. Removing the operational burden from your practice entirely so you can redirect that time to clients and growth.
A professional team of experienced analysts and portfolio administrators based in Melbourne manages your clients' portfolios under Scope+. The team currently administers in excess of $29b on behalf of some of Australia's leading wealth management firms, providing the scale, expertise, and reliability that in-house administration teams struggle to match.
Most advice practices underestimate the true cost of in-house administration, including staff time, technology, error correction, and the opportunity cost of pulling advisers away from revenue-generating work. Praemium Scope+ replaces that hidden cost with a transparent specialist service that scales with your business. Contact Praemium for a tailored cost comparison.