The Integrated Suite
Portfolio management & reporting
Efficiently manage your clients’ performance, asset allocation, sector diversification, tax positions, and SMSF contributions and pensions. Drill down to understand the complete picture. Our automated features keep...
CRM & Financial Planning
You, your team, your business.
Access, create and complete all your tasks and appointments, whenever, wherever.
- Define – Set up workflows and reminders for all steps required to complete the job.
Offer a customised proposition with no extra cost or effort.
- Insource the services of an experienced investment manager.
- Change investment managers without any disruption to your clients.
- All client...
Revolutionising the adviser experience.
Now it's easy to create, update and manage your accounts online within a great looking and intuitive portal.
- Streamlined online account opening
- Enter data only...
Modern, intuitive and own-branded.
Available anywhere with an internet connection and on any device, provide 24/7 access for your clients to view all their assets across all accounts, including non-managed assets...
“Praemium’s reporting is very good, arguably the best...”
"Praemium’s accountant-strength EOFY tax reports and ability to handle all assets efficiently has allowed IPS to rapidly scale up our "platform & SMSF businesses."
"Praemium's performance reporting helps us achieve our objective of 100% data integrity and transparency."
"The adviser clients of IPS relish the fact that they can log in to one system and have access to all client data - demographic and portfolio. The end result is that we have an efficient workflow platform and complete online solution."
“The Infocus Managed Accounts solution delivered by Praemium is consistent with our mission of helping advisers grow revenue, enhance efficiency and effectively manage risk in their business.”
News and Views
26 April 2016
Centrepoint’s managed account service hits $100...
Ventura Investment Management Limited, a subsidiary of Centrepoint Alliance, has announced that its managed account portfolio service has reached its first $100 million in FUM from a standing start in April 2015.
19 April 2016
Praemium's FUM up 23%
SMA platform Praemium's Australian business has seen its funds under advice (FUA) climb 23 per cent to hit $2.85 billion, despite challenging market conditions.
08 April 2016
FEIFA teams up with Praemium for IFA tech push
The Federation of European Independent Financial Advisers (FEIFA) will be working with the UK division of Australian-headquartered platform provider Praemium to promote improvements in technology for the advisory...
05 April 2016
Price Bailey: The accountants blazing a trail in...
Chartered accountants Price Bailey may not be the most obvious choice to manage and invest your money – they are after all primarily an accountancy firm – but its investment management arm now boasts £500...
10 March 2016
Praemium launches multi-asset funds to UK market
Smart Investment Management, the investment arm of Praemium, has launched Ucits versions of its Smartfund 80% Protected range for the UK market.
29 February 2016
Praemium set to open sales office in UAE
Australian-based financial technology firm Praemium is in the process of setting up a new office in Dubai to help market its offshore investment platform to the local IFA market.
29 February 2016
Praemium recruits NAB’s Itsiopoulos
Publicly-listed financial services technology provider, Praemium Limited has recruited former NAB general manager, Wealth Operations, Anna Itsiopoulos to the newly-created role of General Manager, Australia.
26 February 2016
Platform focus: Praemium has ambitious plans for UK...
This week’s profile takes a look at Praemium, the Australian platform provider that saw 136 per cent revenue growth in its UK business in the second half of 2015.
Praemium launched in the UK in 2008 but...
09 February 2016
Praemium Ltd revenue soars 31%
Small-cap investment platform and administration developer, Praemium Ltd (ASX: PPS), has upped half-year revenue and profit.
For the six months ended 31 December 2015, the Melbourne-based company reported revenue...
27 August 2015
Praemium records first annual profit
Praemium have announced its first annual profit, recording a 28 per cent increase in total revenue at $24.5 million for the 2014-15 financial year.
CEO Michael Ohanessian attributed the results to a record 35 per...
01 December 2015
Praemium eyes acquisition of UK SIPP provider
Speaking to International Adviser in London, chief executive Michael Ohanessian said his aim was to buy a SIPP provider by “the end of 2016” to enable the business to take fuller advantage of the exciting changes...
11 December 2015
Platform View: The efficient partner
More and more international adviser businesses are following in the footsteps of their UK, US and Australian counterparts by embracing platforms as an efficient means to manage and deliver their investment...
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