The future isn't transactional or holistic. It's hybrid.
Clients still value direct ownership, market access and investment expertise, but increasingly expect broader advice, consolidated reporting and a holistic view of their wealth. The firms winning the next phase of growth aren't abandoning stockbroking. They're expanding it. Retain direct execution and HIN ownership while adding the scale and wealth capabilities needed to meet changing client expectations with Praemium.
Built for the way brokers work
When markets move, minutes matter. Praemium supports high trading volumes, multiple counterparties, direct ownership structures and complex portfolios, giving you confidence that reporting, valuations and performance data remain accurate as your business grows.
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Trade at volume
Bulk trading and straight-through processing help you execute efficiently across large client books while maintaining the speed and flexibility brokers depend on.
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Reconciled daily
Direct feeds from banks, brokers and market data providers keep custody and non-custody assets up to date, providing a reliable view of performance, tax positions and portfolio value.
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Corporate actions managed
Automate corporate action processing across Australian and international securities, reducing manual administration while improving consistency and accuracy.
Combine direct investing with broader wealth solutions
Many firms are choosing a hybrid approach, combining the direct ownership and market access clients value with managed accounts, model portfolios and diversified investment opportunities.
Support HIN-held equities alongside managed accounts, alternatives, international securities, managed funds, bonds and unlisted assets within a single platform and reporting framework.
This gives you the flexibility to meet clients where they are, whether they prefer direct investing, managed solutions or a combination of both.
Create capacity for the next stage of growth
As client wealth becomes more complex, many brokers are looking beyond execution alone. The challenge isn't knowing where the opportunity lies. It's finding the capacity to pursue it.
Praemium helps remove administrative bottlenecks, streamline portfolio management and support broader client conversations, enabling firms to serve more of their clients' wealth without increasing operational complexity.
Reduce reporting and administration effort
Generate tax-ready report packs at scale, model CGT outcomes before you trade and streamline end-of-year reporting. With more than 230 reporting customisation options, you can deliver a professional client experience while reducing manual administration.
Add scalable advice capability
Managed accounts provide a practical way to introduce scalable investment management alongside existing broking services. Update a model once and implement changes consistently across multiple clients, reducing administration while maintaining oversight.
Create capacity for deeper client relationships, broader advice conversations and more predictable revenue streams without abandoning execution-based services.
Keep clients connected to their wealth
Give clients a consolidated view of their investments through a modern digital experience that brings together holdings, transactions, reporting and documentation.
From direct equities and managed accounts to alternative and non-custody assets, clients gain visibility across their total wealth while you strengthen engagement and demonstrate ongoing value.
Routine reporting becomes a meaningful client touchpoint rather than an administrative task.
Yes. Praemium Scope is purpose-built to manage both non-custody and custody assets, so HIN-based direct holdings held in the client's own name sit alongside custodial assets in a single consolidated view. This lets brokers keep the direct ownership, control and transparency their clients value while reporting on the whole portfolio from one platform, rather than assembling data from multiple sources.
Praemium SMA lets you add managed account capability alongside your existing HIN infrastructure and execution workflow, rather than replacing it. You can introduce model portfolios and automated rebalancing to scale advice across your book, while retaining direct execution and HIN ownership. Broking firms typically add Praemium SMA as a new recurring revenue stream while keeping their trading model intact.
Praemium Scope reports across all ASX-listed securities, more than 4,000 international securities, bonds, managed funds, model portfolios, cash and term deposits, and unlisted assets such as property, gold and collectibles. This whole-of-wealth coverage means brokers can reflect the full complexity of a client's portfolio, including alternatives and multi-currency exposures, on one platform.
Praemium Scope automates corporate action processing across ASX-listed and 4,000+ international securities, removing the manual, error-prone work that creates back-office rework at volume. For tax, Scope includes CGT modelling to assess outcomes before trading and generates tax-ready report packs at end of financial year, with corporate actions data going back to 1985, so EOFY reporting doesn't require rebuilding spreadsheets.
Stockbrokers choose Praemium because Scope supports non-custody (HIN) holdings that most custodial and wrap platforms don't, letting clients retain direct legal ownership while the broker gains consolidated reporting, tax and administration. Praemium is the leading provider in the non-custodial market in Australia and is used by the majority of broking firms, giving brokers a way to scale into holistic advice with SMA and Spectrum without giving up the execution model their clients trust.