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Solutions for Financial Planners
Præmium’s V-Wrap and p-Desktop services provide financial planners with the rare opportunity to cut costs for your clients while also building value in your business.
Præmium’s services are particularly suited to financial planners who:
- advise on direct equities
- advise on SMSFs
- seek to create additional value within their practice
- want to take control of investment administration
- wish to set up their own wrap platform
The cost effective alternative to wrap
Available for a low flat fee per portfolio, V-Wrap allows you to pass on cost savings to your clients whilst also increasing your own revenues. Key features include:
- Historical portfolio & corporate action reconstructions
- Daily updating of valuations, transactions and corporate actions
- Accountant-strength tax engine
- Cash-book matching to reconcile distributions and dividends with bank statements
- Data interfaces to minimise re-keying
- Comprehensive reporting suite including valuations, performance and tax
- Badging
Live market data system, free of charge to V-Wrap users
p-Desktop is a powerful live market data service which is fully integrated with your badged V-Wrap service. Available free of charge with 20 minute delayed data to all V-Wrap users, p-Desktop’s key features include:
- intra-day pricing, valuations & tax calcuations for your client's V-Wrap portfolios
- market data including stock prices & indices, dividends, market activity & company news
- security watch lists
Although we provide the service free of charge to you, you can charge your clients for this valuable service thereby deriving an additional revenue stream. You can also upgrade the service to include live streaming or on demand data for a low flat fee per month.