SMA
Designed for personalisation at scale.
Deliver personalised, professionally managed portfolios efficiently and consistently at scale without sacrificing client experience.
Unlock efficiency with insights that drive better outcomes
Gain practical strategies to streamline portfolio management, reduce admin time, and enhance client engagement. Praemium's Managed Accounts eBook shares key insights to help you implement SMAs effectively and transform the way you deliver advice.
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Genuine personalisation.
Tailor holdings, benchmarks, tax considerations, and ESG preferences for each client, supported by custom reporting that demonstrates your value.
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More time with clients.
Managed accounts cut down the hours spent on investment management and compliance. Praemium SMA gives that time back to spend with your clients.
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Tools for execution at scale.
Place and manage orders with confidence, knowing trades are executed smoothly so portfolios stay on track and your work keeps moving.
Personalisation at scale
Craft bespoke strategies that cater to any clients’ personal values and objectives efficiently at scale. With Praemium SMA we make it easy to construct portfolios tailored to any needs. For example, by applying ESG filters to exclude specific sectors, industries, or companies, you can build a more meaningful, personalised investment experience tailored to your clients’ values.
Compliant, reliable reporting
Compliant tax statements are provided annually to simplify your ATO reporting. And a wide range of daily and periodical reports can be shared directly to your client’s online Investor Portal, providing fast and easy access to all reporting for their account.
Family Fee Aggregation
Link Praemium SMA and Super accounts held by immediate family members to reduce the overall fee payable across the group*. By applying the relevant fee tier to the aggregate balance, families pay less as their combined wealth grows.
* Subject to eligibility and account-linking requirements
Multi-generational service
Put your wealth transfer strategy in motion with managed accounts to facilitate a seamless transfer by allowing professional oversight of investment strategies tailored to multi-generational goals and supporting client relationships across generations.
Grow with your clients
Go beyond traditional investment menus with Praemium Spectrum, designed to transform your advice and empowering you to exceed the expectations of your most sophisticated investors by blending managed accounts with your clients’ own directly-held investments.
Praemium SMA automates portfolio rebalancing across your entire client base. When a model changes or markets move, the rebalancing engine calculates and executes the required trades across all affected portfolios without manual intervention. Instead of working through accounts one by one, you make a change at the model level and it flows through consistently to every client in that strategy.
Praemium SMA includes automated portfolio rebalancing, ensuring every client portfolio consistently reflects its chosen investment strategy with minimal manual intervention. When markets move or a model changes, the rebalancing engine recalculates and executes the required trades across all affected portfolios, giving advisers confidence that client portfolios stay on track without requiring manual oversight of each account.
Praemium SMA provides a wide range of daily and periodic reports directly through the client's online Investor Portal, including portfolio summary and valuation reports, performance and asset allocation reports, transaction reports covering buy and sell activity, income and expenses, and tax parcel-level reporting. Annual tax statements are also provided to simplify ATO reporting, making it straightforward for clients and their accountants to prepare tax returns each year.
Praemium SMA is designed for advisers who want to deliver professionally managed, personalised model portfolios efficiently across a broad client base. Praemium Spectrum is built for high-net-worth and sophisticated investors who need a more advanced level of service, including access to international securities, derivatives, fixed income, margin lending, and a full custody and non-custody portfolio view in one place. If your clients are growing in wealth and complexity and their needs are starting to exceed what a model portfolio can address, Spectrum is the natural next step.