Praemium
HQ Address
Level 19, 367 Collins Street, Melbourne, VIC, 3000, Australia
Website Address
Business introduction
Reliable. Efficient. Accurate. Improve your business performance today
The world's leading financial advisers, investment managers, institutions, accountants and product providers use Praemium to manage or administer over $100 billion (£59 billion) worth of investment globally across more than 475,000 accounts
Through technology, we have taken a highly complex and time-consuming process and simplified it. Big time. We’ve taken a revolutionary approach to a totally disrupted market. Our platform solution is so good that it’s grown in usage in 17 years across the globe to almost 1,000 financial institutions and over 500,000 investors.
From the beginning we have crafted and optimised our technology in collaboration with financial professionals, to build the ideal next-generation platform that provides a great client experience.
Praemium's fully integrated account management platform is so flexible there's a managed account offer to suit clients, great or small. Subject to your global geographic location, now your entire client list can enjoy the benefits of managed accounts, with or without custody, for investment and retirement savings and support the variety of tailored advice strategies you develop across your client base. For example, you can see all your portfolios in the one place. Your clients can see all of their investment assets in one place and for custodial solutions, every portfolio of every client is automatically kept in-line with its investment strategy by Praemium's world-class rebalancing engine.
As a global company based in Australia, Praemium's proprietary integrated Managed Accounts platform uniquely serves Australia, UK and International markets with our mission: "To assist wealth advisers to deliver great investor experiences and outcomes".
Praemium Solutions
Advice Solutions
Praemium’s advice solution Plum software and service has automated end to end processes and reduced data input giving you less time on administration, increased efficiency & better service for your clients. Plum Software gives you more time to focus on what really matters to your business. Practice management Plum is part of the......
business needs
view solutionEngine
Praemium’s platform technology is now used by more than 1,000 financial institutions and advice businesses and 500,000 investors, globally. Through technology, Praemium has taken a highly complex and time-consuming process and simplified it. Big time. At its core, Praemium has the most advanced, robust and accurate technology engine and functionality to......
business needs
view solutionReporting
Investor Portal Engage with clients the way they want Spend less time on portfolio updates and more on strategy, goals and progress. Give your clients a meaningful way to digitally engage with their wealth management, professionally branded with your logo. Performance Benchmarking Track portfolio performance to client goals, easily Tracking the performance of your client’s......
