See the complete picture.
Your clients expect you to understand their entire financial position. Assets held across multiple providers, structures and investment types can make that more challenging than it should be. Praemium brings platform and externally held investments together in one view, helping you deliver more informed advice, clearer reporting and a more connected client experience.
Better advice starts with full visibility.
Client wealth rarely sits in one platform. Praemium combines custody and non-custody assets, externally held investments and alternative assets into a single consolidated view, giving advisers a clearer understanding of how wealth is structured across the entire portfolio. That means less time piecing together information from multiple sources and more confidence in the advice you provide.
Strengthen family relationships.
Wealth rarely sits with one person. Trusts, companies, SMSFs and family members often play an important role in how wealth is managed and transferred across generations. We help you bring those connections together by grouping related accounts into a family structure. Engage with the broader family wealth picture, identify new advice opportunities and deepen relationships across households.
Create a premium experience.
Investors increasingly expect convenience, transparency and simplicity. With Praemium you provide a single destination for clients to view performance, access reporting and stay connected to their broader financial position. Rather than interpreting information from multiple sources, they gain a more complete understanding of where they stand and how they're progressing towards their goals.
Scale your advice proposition.
As clients wealth become more sophisticated, complexity across your business can also increase. Praemium helps you manage growing sophistication without increasing administrative burden, allowing your team to maintain a consistently high standard of service as your clients, relationships and business continue to grow.
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 |
|
Multi-account consolidation |
Yes |
Yes |
Yes |
|
Custody and non-custody assets in one portfolio view |
No |
No |
Yes |
|
Unlisted or off platform assets in one portfolio view |
Yes |
No |
Yes |
|
Multi-account fee grouping |
Yes |
Yes |
No |
Praemium’s unique account consolidation technology allows you to generate up-to-date valuation, performance and tax reports for all your client’s holdings, regardless of custody.
Spectrum accounts can go one step further to include both custody and non-custody holdings in the one account.
This depends on the custody of the asset. For custodial assets, such as those in a Spectrum account or an SMA model, Praemium maintains pricing for you. In a Scope account, you can add off market assets to your client’s portfolios as “service assets”. You can maintain the value for these assets, or easily import them via a spreadsheet, to ensure your client’s reports are always up-to-date and accurate.