Scope
Confidence in reporting and administration for complex wealth.
Replace spreadsheets and disconnected tech with a single source of truth across every off platform asset.
Praemium Scope
Discover why wealth management partners trust Praemium to streamline administration, optimise tax strategies and provide unmatched portfolio insights. Download our full brochure or contact us today to schedule a demonstration and see how Scope can transform your business.
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Any asset, accurate and reconciled.
Unify non-custody assets into a reconciled whole-of-wealth view. Replace fragmented data, reduce errors and improve your reporting.
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Tax-ready reporting at scale.
Automate tax and administration with CGT modelling, income forecasting and corporate actions dating back to 1985. No spreadsheets required
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Integrations that simplify your data.
Connect banks, brokers & non-custody data into one data flow. Eliminate re-keying and create a more efficient, reliable operating environment for your business
Personalised reports at scale
Scope allows you to deliver personalised, high-quality reports across your entire client base, without the admin burden. With over 230 customisation options you can ensure every client receives a tailored, professional experience that reflects their unique portfolio.
Control execution
Any corporate action from 1985
Stay on top of every corporate action with a database covering ASX-listed and 4,000+ international securities, with history stretching back to 1985. Elections, entitlements and adjustments are processed accurately across every impacted client portfolio, so nothing slips through the cracks.
Supporting over 4000 assets
High net worth portfolios extend well beyond listed securities. Scope supports a broad range of asset types, including international equities, property, collectibles, unlisted assets and alternative investments, allowing you to reflect the full complexity of client wealth without compromise.
Fully outsource and upgrade to Scope+
For many advice firms administration becomes a growth constraint. Scope+ extends Scope by outsourcing portfolio administration to Praemium, freeing your team to focus on strategic advice, client relationships and growth.
Yes. Unlike most platforms that focus solely on custody assets, Praemium Scope is purpose-built to manage non-custody assets, including HIN-based holdings held directly in the client's name. This makes Scope the leading choice for stockbrokers and advisers managing direct equity portfolios, and positions Praemium as the dominant provider in the non-custodial market in Australia.
Praemium Scope provides consolidated reporting across ASX-listed securities, more than 4,000 international securities, bonds, managed funds, cash, and unlisted assets including property, term deposits, and SMSFs. This whole-of-wealth view means advisers can report on a client's entire financial picture from a single platform, rather than manually assembling data from multiple sources.
Praemium Scope is a reporting and administration platform that allows financial advisers to simply and easily report and administer non-custody assets including tax reporting and corporate actions. Scope+ includes everything in Scope, with the addition of a fully outsourced administration service, Praemium's local expert team handles portfolio reconciliation, corporate action processing, mail sorting, and document management on your behalf, so you can focus entirely on client service.
Praemium Scope includes what is widely regarded as the most sophisticated tax engine in the Australian platform market. Advisers have access to dynamic CGT modelling tools to model future tax outcomes before executing trades, as well as accurate end-of-financial-year tax report packs that clients can use directly to prepare their tax returns. The corporate actions database covers ASX-listed and over 4,000 international securities, with history stretching back to 1985.
Praemium Scope integrates with the most widely used adviser technology platforms in Australia, including XPLAN, Xero, Class, and BGL. Through the Praemium Integration Centre, cash, income, and trade data is reconciled daily and can be securely exported to your existing tech stack - eliminating manual data entry and reducing operational risk across your practice.
Non-custody assets are holdings that are not held with an external custodian for example, assets held directly by the investor. They can also be referred to as off-platform assets. A platform that supports these assets is often described as non-custodial. Praemium Scope reports and administers on non-custody assets, so advisers can provide comprehensive tax and performance reporting and corporate actions.