Connect your technology simplify your business .
As advice businesses grow, the number of systems supporting client service often grows with them. Client records, portfolio data, reporting, accounting and compliance information can quickly become disconnected, creating manual work, duplicated effort and unnecessary complexity Praemium helps you connect the systems you already use for a more connected operating model. The result is cleaner data, fewer manual processes, less double-handling and more time for advice.
Unify your data.
Link Praemium's platform with your CRM, portfolio and accounting systems, to reduce duplicate entry and ensure everyone is working from the latest information.
Trust your numbers.
Advice is only as reliable as the information behind it. Daily data feeds, automated transaction matching and reconciliation processes help keep portfolio information up to date and accurate. That means greater confidence in valuations, performance reporting and tax outcomes, helping your team make decisions based on accurate information.
Connect your core systems
For real-time, automated connections between your core systems. APIs (Application Programming Interfaces) allow your CRM, portfolio management, and reporting tools to “talk” to each other, syncing data instantly and securely with no manual intervention required
Move information efficiently
Transfer large volumes of client, portfolio and reporting data for onboarding, compliance reviews and operational workflows using familiar file formats.
Keep data current with direct data feeds
Receive automated updates from custodians, fund managers, and other providers, helping ensure your portfolio’s cash and holding balances are always current and accurate, supporting timely advice and reporting.
Cash, income and trade data, all carefully reconciled each day in your client portfolios, can be securely exported to virtually any other common adviser technology platform, including accounting and reporting platfors such as XERO, CLASS, BGL and many more.
Yes, you can. Many of our clients benefit from daily integrations with IRESS technology. For real-time, automated connections between your core systems, APIs allow your CRM, portfolio management, and reporting tools to “talk” to each other, syncing data instantly and securely—no manual intervention required.
Praemium’s automated reconciliation tools are designed to validate your data each day by checking trade and corporate actions transactions against the actual deposits and withdrawals that occur in your clients’ cash accounts. Exceptions are captured daily by a multi-account reconciliation dashboard.
Direct daily bank accounts feeds are easily set up with most integrations ready to go, no coding required, so you can be sure your client’s cash position is always up to date.
Effective wealth transfer requires continuity in reporting, governance and decision-making, supported by a complete view of family wealth that maintains control as responsibilities evolve across generations. Praemium supports this with consistent consolidated reporting, granular role-based permissions and the research and insight foundations to lead next-generation conversations with confidence.