Make your advice tangible with client-ready insights.
Your clients don’t just want to know what happened in their portfolio, they want to understand what it means and how it connects to the advice you provide. Praemium helps you turn performance, tax, asset allocation and strategy data into clear, professional reporting that explains outcomes, supports advice recommendations and reinforces your value at every review.
Make tax time easier.
Tax reporting can either create pressure at year-end or reinforce the quality of your service. With detailed tax reporting, tax parcel accuracy and corporate action handling, you can provide clear, accountant-ready information for the most complex portfolios. A smoother tax time experience for your clients. And less manual assembling of reports for your team.
Reports that prove the value of your advice.
Keep performance conversations focused on outcomes, not market noise. Praemium helps you show what's driving results and how portfolios are tracking against client goals with detailed performance reporting, multi-benchmark comparisons and attribution insights. That means better review conversations, clearer evidence of advice value and more confidence when explaining periods of volatility, transition or change.
Personalise every report.
The most effective reporting does more than present data. It tells the client’s story. Praemium allows you to combine your own commentary with consistent platform data across performance, tax and asset allocation. You can tailor reporting to the client’s goals, portfolio structure and advice relationship, without rebuilding every report from scratch. The result is a more personalised experience, delivered at scale.
Publish thousands of reports with confidence.
Praemium helps you automate report generation, package reports by client segment and publish them securely at scale. Whether you're delivering quarterly reviews, tax reporting or family office reporting packs, you can maintain consistency and control without creating additional administrative burden.
Consistent comprehensive reporting across our full product suite
Whichever solution best fits your business and clients, Praemium gives you the reporting depth and flexibility to deliver a high-quality experience at scale.|
Feature |
Scope |
SMA/Super |
Spectrum |
|
Detailed performance and attribution reporting |
Yes |
Yes |
Yes |
|
Current and target asset allocation strategies and custom benchmarking |
Yes |
Yes |
Yes |
|
Tax optimisation and ATO ready reporting |
Yes |
Yes |
Yes |
|
Custom report branding and DIY reporting using platform data |
Yes |
Yes |
Yes |
|
Secure and auditable report publication direct to Investor Portal |
Yes |
Yes |
Yes |