Move beyond traditional listed markets.
High-net-worth clients increasingly expect access to a broader investment universe. Private markets, international assets, fixed income, structured products and other non-traditional investments can all play a role in a more sophisticated portfolio. The challenge for advisers is expanding investment choice without adding administration, manual processes or operational complexity.
Expand investment choice.
With Praemium you can offer your clients a broader investment universe, including alternatives, managed funds, fixed income, international assets and direct holdings, helping you construct portfolios around client objectives rather than platform constraints. This gives you more scope to differentiate your advice and create portfolios that reflect the needs of higher-value relationships.
All assets on one platform.
Portfolios are easier to manage when assets are not scattered across disconnected systems. Bring traditional and non-traditional investments into one environment, so you can administer, monitor and report on a broader range of exposures with greater consistency. For advisers, that means stronger governance and fewer workarounds. For clients, it creates a clearer view of how each asset contributes to their broader wealth strategy.
Efficient implementation with the headcount.
Accessing complex assets is only one part of the challenge. The real work often sits in administration, documentation, capital activity, valuation cycles and reporting. Our dedicated training and execution team give you operational support for more complex assets and investment workflows, so you can broaden your offering without taking on any additional headcount.
Learn more about how our products and what assets you can access
|
Feature |
Scope |
SMA/Super |
Spectrum |
|
Unlisted and off platform assets |
Yes |
No |
Yes |
|
Professionally managed model portfolios |
No |
Yes |
Yes |
|
Direct trading for Term Deposits and custodial Managed Funds |
No |
Yes |
Yes |
|
Non-custody HIN based asset administration |
Yes |
No |
Yes |
|
Broad range of exchanges and reporting currencies for international assets |
Yes |
Yes |
Yes |
Praemium supports a broad and growing range of custodial and non-custodial alternatives, including private equity, private credit, hedge funds, infrastructure, structured products, real assets and digital assets. This allows you to hold and report on alternatives alongside traditional investments within the client’s broader portfolio.
Praemium’s specialist team manages complex investment workflows from order placement through to settlement, including documentation, capital activity and off-market transactions. This gives you responsive execution support while reducing the operational work required from your team.
Broker links can automatically bring transaction data into Praemium, with holdings updated and portfolios rebalanced each evening. For custodial accounts, existing non-custody holdings can also be transferred in specie and retained as individual assets or incorporated into the client’s investment strategy.
Praemium’s specialist team manages the administration for you. When capital is called, we arrange payment to the fund manager and update the client’s holding. Distributions and returns of capital are received into the platform cash account and accurately reflected in the portfolio.
Yes. Praemium supports both custodial and non-custodial alternative assets, allowing directly held and off-platform investments to be administered and reported alongside the rest of the client’s portfolio. The capability available depends on the product selected and the structure of the investment.
Alternative assets sit within the same reporting framework as listed investments. Valuations, capital activity, income, performance and tax information can be consolidated with the client’s other holdings, providing one clearer view of the total portfolio rather than separate reports assembled by hand.