Providing a high level of customisation to all your clients is a challenge, but personalisation does not necessarily have to be time-consuming. By leveraging Praemium technology, advisers can personalise reports and deliver them to their clients’ own digital portal with the click of a button.
By personalisation, we mean offering a truly unique and highly customised experience, one that people are increasingly expecting, especially from their wealth management.
59%
of HNW clients regard reporting as a core requirement.
Investment Trends, High Net Worth Investor 2025 Report
55%
believe the current advice they receive is too generic
CoreData/Praemium, Scale up & Stand Out, 2025
34%
would increase their investments if they received a hyper-personalised experience
Accenture, 2021
Building your own custom reports
One of Praemium’s greatest strengths is the ability to customise reports to an adviser’s and client’s needs. With Praemium, advisers can:
- Choose from around 40 standard reports with more than 200 individual customisation options to build bespoke branded report packs with tailored commentary.
- Customise your own reports with custom text, images, portfolio data, charts and AI-generated content.
- Include custom return targets and composite benchmarks aligned to a client’s target allocation strategy.
- Create and save templates and re-use them over and over again.
Our standard reports are based on information advisers have told us they need the most, making them an ideal starting point for keeping your investors up-to-date and informed.
Download a sample pack containing some of our most popular standard reports.
Download Report PackBut with Praemium, our standard report library is only the beginning. Report Builder gives you the flexibility to upload your own designs, or add content from research providers, fund managers and other partners, bring everything together in one cohesive client experience.
Personalised reporting on an industrial scale
With Praemium’s unique Report Data Library, you can dynamically merge portfolio data and charts into your own proprietary reports. This way, you can provide clients with your own commentary, directly adjacent to branded tax, allocation and performance charts sourced from the platform, all packaged and delivered in a single file.
Register for the Webinar
Perhaps best of all, for any advice practice looking to power-up the publication of custom reports to their clients, we have Report Publisher. The power of Report Publisher means you can bulk-match portfolios to the report layout that is best suited to them. Then with the click of a button, you can generate and share the PDFs directly to your client’s Investor Portal.
View the demo
Asset allocation that suits each client
Customised advice goes beyond portfolio construction, it also means using performance measures and reporting approaches that align with each client’s goals
Praemium’s asset allocation strategies allow you to match the appropriate strategy to any account on the platform, so you can easily customise the targets to suit each client’s risk and return profile.
Each asset class can be benchmarked against any one of a huge range of common and reliable indices and you can set new targets when investment goals change for your client.
Custom benchmark options include absolute returns and composite benchmarks based on the proportional blend of indices assigned to each asset class in your client’s investment strategy.
Total wealth view
Research shows that more than 60% of investors want a complete view of their total wealth on a single platform, including assets held outside of their portfolio. Praemium can provide the type of consolidated reporting required for all your client’s assets.
Our platform technology allows you to create custom asset classes—for example digital currencies, art, or classic cars. With personal assets and data feeds, you can provide the tailored view of their total wealth that each of your clients is looking for, and in a format they can easily understand.
Find out more about how your business can benefit from the Praemium reporting advantage
Our goal is to give you the confidence that you are providing your clients with the most accurate, comprehensive, customisable and easy to consume client reports in the market. And our simple-to-use reporting tools can get your reports to your clients in minutes.
Talk to one of our experienced business managers
Our team would love the chance to chat with you about how the Praemium Reporting Advantage can benefit your business.
Book a MeetingDownload our guide on personalising your reporting
Recent research suggests that 55% of investors feel that the advice they receive is too generic, with 34% saying that they would increase the amount they invested if they received a hyper-personalised experience.
By leveraging the power of modern technology, you can personalise reports and deliver them to your clients’ with the click of a button.
In our brochure, we outline some of the reporting tools Praemium offers to help you enhance your clients’ wealth management experience.
