Advise with confidence for every life stage.
Bring together client portfolios, investment management, reporting and administration in one connected platform that helps you deliver better client outcomes, operate more efficiently and grow your advice business. From accumulation through to retirement, Praemium simplifies implementation, reduces administration and gives you a complete view of every client relationship so you can spend more time advising and less time managing process.
Scale personalisation without scaling complexity
Praemium's managed accounts help you deliver advice tailored to each client's goals while reducing the administrative burden of portfolio implementation and ongoing management.
Combine professionally managed portfolios with direct holdings, client preferences and ESG overlays, then keep portfolios aligned through automated rebalancing.
Spend less time managing portfolios and more time building relationships, delivering advice and growing your business.
Show the impact of your advice
Clients want clarity. Regulators expect transparency. Advisers need efficient reporting that supports both.
Create professionally branded reports that help clients understand where they stand, how they're progressing toward their goals and the value your advice is delivering over time.
Whether it's a review meeting, annual reporting or tax time, reporting becomes part of the advice experience rather than an administrative exercise.
A digital experience that stays personal
Reduce the paperwork with digital onboarding, applications, client communications and secure document delivery help reduce administration for both advisers and clients.
Clients can access their information whenever they need it while still receiving the personalised advice and support they value.
As your business grows, the experience remains consistent without creating additional operational burden.
Connect your advice ecosystem
Praemium connects with the CRMs and planning software you already rely on. Client data flows between systems, reducing duplicate administration and helping your team work from a consistent set of information. The result is a more connected technology ecosystem, fewer manual processes and a more efficient advice practice.
Compliance that's effortless
Records, audit trails and permissions are captured as part of everyday workflows rather than reconstructed later.
Reduce compliance administration, improve consistency and maintain confidence that the information you need is available when required.
Support governance and oversight without creating additional work for advisers or clients.
Find the solutions that fit your clients
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For clients seeking investment management at scale
Deliver professionally managed portfolios with automated implementation and rebalancing while maintaining flexibility for adviser-led personalisation.
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For clients building wealth and planning for retirement
Align investment portfolios and retirement savings within a single strategy to support more effective long-term planning.
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For clients with more sophisticated wealth needs
Bring together direct investments, managed accounts, alternatives and complex assets into a single consolidated wealth experience.
Praemium is a wealth management platform built for financial advisers who want to spend less time on admin and more time with clients. The adviser platform brings client portfolios, managed accounts, investment management, reporting and administration into one place, supporting clients at every life stage from accumulation through to retirement.
Managed accounts let advisers implement and rebalance client portfolios across their whole book at once, instead of account by account. Praemium/CoreData research (2025) found advisers using managed accounts report 72% operational efficiency gains, with many reclaiming close to a full workday each week to spend on advice and client relationships.
Yes. Praemium's managed accounts let you combine professionally managed portfolios with direct holdings, client preferences and ESG overlays, then keep everything aligned through automated rebalancing. Each client keeps their individual tax position and beneficial ownership, so you deliver tailored advice at scale without the administrative burden of managing each portfolio manually.
Praemium is a wrap platform and full wealth management platform that consolidates investments, cash, super and reporting in one connected system. Rather than switching between products and spreadsheets, advisers manage portfolios, administration and client reporting from a single adviser platform, reducing manual work and streamlining everyday workflows.
Praemium delivers professionally branded, client-ready reporting recognised as #1 for most reporting sub-category wins in the 2025 Investment Trends Platform Competitive Analysis and Benchmarking Report. Advisers get a complete view of every client relationship and can produce clear reports for review meetings, annual reporting and tax time, turning reporting into part of the advice experience rather than an admin task.
Praemium reduces admin by consolidating portfolio implementation, corporate actions, rebalancing and reporting into one investment platform. Digital onboarding, applications and secure document delivery cut paperwork for advisers and clients, while automated workflows remove manual processes so your practice runs more efficiently as it grows.
Yes. Praemium connects with the CRMs and financial planning software advisers already use, and was ranked #1 in Data and Integrations in the 2025 Investment Trends Platform Competitive Analysis and Benchmarking Report. Client data flows between systems, reducing duplicate administration and keeping your team working from one consistent set of information.
It depends on your client's needs, and Praemium scales with them. Managed accounts suit clients seeking professionally managed investment portfolios at scale, Superannuation aligns investments and retirement savings in one strategy, and Spectrum brings together direct investments, alternatives and more complex assets for sophisticated wealth needs.