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 investment portfolio to their agreed strategy and goals is a challenging task made more difficult because of the limited number of quality tools available.

Praemium’s unique Performance Benchmarking tools enable you to compare your client’s portfolio performance against a large collection of market indices, or even to create your own custom or composite benchmark index. Praemium’s Performance Benchmarking is also the perfect support for goals-based advice and targeting of absolute returns. If you’re not using Praemium, you may not really know your portfolio’s true performance. 

Report Publisher
Simplify large & customised reporting events

Praemium takes the hassle out of big reporting events. Report Publisher features over 50 out-of-the-box report templates that contain hundreds of optional customisations. Administrators can build report layouts and save client lists so that major periodic reporting events are always ready to run and easily published via Investor Portal.

Praemium’s advanced corporate actions management and accountant-strength investment and tax reporting let you rely on Report Publisher for your business and client reporting needs.