BUILD TRUST

  • Independent
  • Investment agnostic
  • Proven technology
  • Excellence in client service
  • A global, financially solid ASX-listed company

Praemium platform technology—helping your business succeed

CREATE SCALE

  • Transparent discretionary investment management
  • Models change dynamically with market movements
  • Lower trade costs through aggregating and netting
  • Highly automated portfolio administration

SIMPLIFY COMPLEXITY

  • Easy to switch between or blend in new models
  • Wide range of investment options and currencies
  • Accountant-strength tax reporting
  • Account reconstruction for historical reports
  • 99,000 corporate actions

EMBRACE CHANGE

  • Consistent approach for clients in the same risk category
  • Model blending to tailor client strategies
  • Investment traceability
  • Model Manager performance monitoring
  • Integrated CRM and practice management

DEMONSTRATE VALUE

  • Actively managed portfolios updated daily
  • Customised client reports
  • Low-cost and tax-effective solutions
  • Active or passive strategies
  • Client online portal