An innovative platform built in collaboration with leading financial professionals

Praemium’s platform has innovation in its DNA. Since 2001 we’ve worked closely with leading global professionals from every area of wealth management, to really understand their businesses and develop technology that exceeds expectations.

We love to innovate – and we love to collaborate too. We never forget that you’re in the driving seat and that it’s our role to help you keep the promises you’ve made to your clients. We know from 20 years of experience that we can best do that by working closely with every firm that chooses to partner with us. 

Find out a bit more about our team and how they can support your practice

Advice is ultimately a people business and at Praemium we are too. We're a passionate bunch of people focused on supporting our clients to deliver a great service to their clients. 

Meet the team behind the technology

Investors

It's essential in today's world to have your wealth managed to your objectives, supported by professional advice. Praemium's integrated Managed Accounts platform can assist you and your adviser with:

  • A range of Managed Account solutions to meet different individual, family group and trustee investment objectives.
  • Broad domestic and international investment choices for superannuation/pensions, SMSFs, savings and investments.
  • Comprehensive and transparent reporting for valuable insights into your portfolio.
  • Digital access 24/7 from any wi-fi or web enabled device.
  • Value for money, whatever your account balance.

Upgrade to a Managed Account.

We simplify the complex to give you a clear, transparent and holistic view of your investments, how they are being managed and your tax position. Our platform also offers:

  • A broad choice of domestic and international professionally managed model portfolios or single investment assets, subject to you and your adviser's choice of managed account solution.
  • Low minimum investment requirements.
  • Beneficial ownership of investments and individual tax positions – rather than co-mingled with other investors.
  • A single, consolidated view across all of your investment assets.

Important Disclosure: This information is general in nature and does not consider your personal financial circumstances. You should consult your financial adviser and the relevant product disclosure documents (PDS) before considering investment in any financial product offered by Praemium. 

Advisers

Praemium makes it easy for you to manage your clients investment portfolios, great and small, using one unique integrated Managed Accounts platform. We support you and your clients with:

  • Tailored managed account solutions, competitively priced, with market-leading digital client and business reporting tools.
  • Broad domestic and international investment choice for superannuation/pensions, SMSFs, savings and investments.
  • An ultra-modern Adviser Portal including a flexible dashboard view of your client base and easy to use investment selection and portfolio management functions.
  • Unrivalled corporate actions and tax management supported by a unique database dating back to 1985 (when CGT was introduced).

For clients great and small.

Praemium’s integrated Managed Accounts platform enables you to outsource non-advice-related tasks, including investment portfolio management, administration and reporting and improve the efficiency of your business. More time for client engagement means more value for clients and potentially more clients to value.

The Praemium integrated platform including, custody solutions (see SMA, IMA, EMA), non-custody solutions (see VMA) and consolidated solution (see UMA) offers:

  • A single view of every investment asset for every client with market-leading reporting across custody and non-custody.
  • A world-class custodial rebalancing engine, ensuring your client portfolios are always in line with their chosen investment strategy.
  • The most comprehensive non-custodial investment data feeds covering domestic and international investments of all types.
  • Value for money at all levels, including competitive administration fees and low brokerage rates through aggregated trading.
  • An Investor Portal with a market-leading digital experience from any wifi and internet-enabled device.
  • High-quality tools, technology and services to support each managed account solution.

Important Disclosure: This information is general in nature and does not consider an individual's personal financial circumstances. Investors should consult their financial adviser and the relevant product disclosure documents (PDS) before considering investment in any financial product offered by Praemium.

 

We are proud to work with Praemium to deliver market-leading solutions to our clients at a significant discount to old world, wrap and managed fund technology.
Troy Theobold, AAN

Dealer Groups

With Praemium’s integrated Managed Accounts platform taking care of the admin heavy lifting, your advisers can focus on what clients really value. The platform provides:

  • All the Investor and Financial Adviser benefits (see above) on a single, next generation investment platform.
  • Broad domestic and international investment choice for superannuation/pensions, SMSFs, ordinary savings and investments.
  • A more consistent client experience across your adviser network, plus a holistic view of adviser activities for greater control and risk management.
  • Business management tools including branding and reporting.

More value for clients. More clients to value.

Praemium's unique, proprietary platform is transformational. It enables your advisers to outsource non-advice-related tasks (including investment portfolio management, administration and reporting), and create more time for quality client engagement and building a scalable advice business. If you’re looking for a platform that can truly support dealer groups, our unique integrated Managed Accounts platform ticks all the boxes.

  • Custodial (SMA/IMA) or non-custodial (VMA) solutions (or consolidated UMA) tailored for advisers and investors, great and small.
  • Access to a broad range of domestic and international single investment assets and custodial managed model portfolios.
  • Further customisation options through the ability to exclude, lock or substitute investment holdings under custody.
  • Market-leading investments, complex corporate actions and tax reporting.
  • An ultra-modern Adviser Portal including a flexible dashboard view of your client base and easy to use investment selection and ongoing portfolio management functions.
  • The most comprehensive, customisable client and business data, reporting tools available (Investor Portal, Report Publisher, Export Centre).
  • Digital acceptance for SMA/IMA/UMA ensures client portfolios are simple and quick to establish. Digital access 24/7 from any wi-fi or internet enabled device to Investor Portal ensures clients are kept up to date.
  • Competitive fees at all levels for custodial and non-custodial solutions utilising Praemium's market-leading FUMA scale.
  • Tailored user access levels.

Important Disclosure: This information is general in nature and does not consider an individual's personal financial circumstances. Investors should consult their financial adviser and the relevant product disclosure documents (PDS) before considering investment in any financial product offered by Praemium.

Stockbrokers

Praemium’s integrated Managed Accounts platform provides a unique wealth management opportunity for your entire client and financial adviser base. This includes:

  • The opportunity to transition to full wealth management and complement existing broking services.
  • The ability to facilitate all of the Investor and Adviser benefits outlined above via SMA, IMA, VMA and UMA solutions.
  • The option to establish your own managed account solutions and model portfolios under custody and/or non-custody, subject to regulatory compliance.
  • Integration with other internal and external broking systems via market-leading APIs.

There's always a bull market for doing things a better way.

If you’re looking for a platform that can truly support the transition to a full wealth management experience, Praemium ticks all the boxes.

  • Custodial (SMA/IMA) or non-custodial (VMA) solutions (or consolidated UMA) tailored for advisers and investors, great and small.
  • Access to a broad range of domestic and international single investment assets (custody and non-custody)and custodial SMA model portfolios.
  • Further customisation options through the ability to exclude, lock or substitute investment holdings under custody.
  • Market-leading investments, complex corporate actions and tax reporting.
     

Important Disclosure: This information is general in nature and does not consider an individual's personal financial circumstances. Investors should consult their financial adviser and the relevant product disclosure documents (PDS) before considering investment in any financial product offered by Praemium.

 

  • An ultra-modern Adviser Portal including a flexible dashboard view of your client base and easy to use investment selection and ongoing portfolio management functions.
  • The most comprehensive, customisable client and business data, reporting tools available (Investor Portal, Report Publisher, Export Centre).
  • Digital acceptance for SMA/IMA/UMA ensures client portfolios are simple and quick to establish. Digital access 24/7 from any wi-fi or internet enabled device to Investor Portal ensures clients are kept up to date.
  • Competitive fees at all levels for custodial and non-custodial solutions utilising Praemium's market-leading FUMA scale.
  • Tailored user access levels and maker/checker functionality if required.

Institutions/Family Offices

Having partnered with some of the world’s largest and most reputable companies, including almost 1,000 financial institutions and advice businesses, we understand the kind of service you need. We can provide:

  • The industry’s leading non-custodial technology platform that can facilitate various forms of managed accounts and investment reporting services with a single view of all assets.
  • Comprehensive, accurate, institutional-grade investment, tax and performance reporting and corporate action management with your choice of execution and custody.
  • Broad investment asset coverage including all ASX listed securities, more than 4000 international securities on 40 exchanges and many types of unlisted investments, bonds, managed funds and CMAs.
  • The broadest range of investment data feeds in the market with other assets maintenance functions (e.g. property and collectibles).

Complex and simple family assets. We've got them covered.

Praemium’s scalable, institutional-grade proprietary platform provides comprehensive and accurate investment, corporate actions & tax reporting for the delivery of high-quality wealth management or investment platform services. Our unique integrated Managed Accounts platform can support the varying requirements of your business and your clients, including providing the underlying investment and reporting platform to support private wealth services, personal financial advice businesses or robo-advice solutions.

Praemium can facilitate:

  • Investment portfolios tailored by you to your clients' unique needs.
  • Your choice of execution and custody for clients supported by Praemium’s non-custodial managed account administration platform.
  • Consolidated administration and reporting of a broad universe of domestic and international, listed and unlisted investment assets, property, CMAs and other assets.
  • Market-leading, 24/7 digital enabled, transparent and accurate reporting of all client portfolio information including investments, corporate actions and tax.
  • Performance benchmarking of client portfolios for easy monitoring of progress towards their investment objectives and preferences.
  • Easy transition of investment portfolios with low client impact and paperwork.
  • Market-leading reporting and data management tools (Investor Portal, Report Publisher, Export Centre) for customisable and bespoke reporting.
  • One integrated managed accounts platform covering non-custody (VMA) and other custodial options (SMAs, IMAs and UMAs) provides great flexibility to offer a differentiated service proposition across all client segments if required.
  • VMA Administration and SMSF Services for a totally outsourced solution.
  • Integration with other in-house broking and execution services or systems via market-leading APIs, external software data feeds and branding options, if required.

 

Important Disclosure: This information is general in nature and does not consider an individual's personal financial circumstances. Investors should consult their financial adviser and the relevant product disclosure documents (PDS) before considering investment in any financial product offered by Praemium.

Investment Managers

With Praemium’s advanced proprietary platform, your professionally managed model portfolios can now be provided to a variety of advice-based businesses in a whole new, better way. More efficiently. More transparently. And with full scalability.

  • On Praemium, your model weights float daily just as they do in a fund, so all investors are always in line with the model and with each other.
  • Because their is no drift, there is no unnecessary "rebalancing" and you are free to change strategies as and when you want to.
  • A modern technology interface for managing model portfolios with full online editing or bulk upload.
  • You can focus on strategy - our powerful rebalancing engine does the rest.