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Solutions for Financial Planners

Præmium offers two portfolio administration solutions for financial planners that provide a rare opportunity to cut costs for your clients while also building value in your business. Depending upon your business model and the profile of your client base, each solution can be offered independently or they can be combined to offer your clients a choice of services and to help future proof your business.

SMART-Wrap logoNOW AVAILABLE!

Præmium is excited to announce that Præmium SMARTwrap Investments is now available!

SMARTwrap Investments is ideal for the financial planner who’s:

  • Clients require access to a wholesale managed fund trading platform
  • Business is currently, or will soon be, undergoing a transition from commission to fee-for-service.

Præmium SMARTwrap Investments is a low cost investment platform that offers a comprehensive choice of wholesale managed funds, access to ASX listed securities*, ease of administration and consolidated reporting. Præmium SMARTwrap Investments has been designed to assist you with streamlining your business processes, so you can spend more time seeing clients and developing strategies, and less time on administration and paperwork.

* Currently available to V-Wrap users only.
Præmium SMARTwrap Disclaimer.

V-Wrap logoV-Wrap is Præmium’s flagship service and is suited to financial planners who:

  • advise on direct equities
  • advise on SMSFs
  • operate on a fee-for-service remuneration model.

V-Wrap enables planners to create additional value in their practice whilst taking control of investment administration.

The cost effective alternative to wrap

By choosing V-Wrap as an alternative to a custodial based platform, you could save your clients thousands of dollars in portfolio administration costs and significantly improve their after-tax returns.

V-Wrap is offered at a low fixed cost per portfolio per annum. You can choose from a range of portfolio types with prices ranging from $24 to $340 (excl. GST) per portfolio per annum* depending upon each client’s portfolio reporting requirements.

* Subject to a minimum annual fee per Service

Three views into the one system!

V-Wrap

V-Wrap is ideal for use by accountants, SMSF administrators and financial planning administration staff. It offers you:

  • End of day portfolio valuations and reporting
  • Portfolio set up and maintenance
  • Corporate action processing
  • Portfolio reconstruction capability
  • Optimised CGT reporting
  • Automated interfaces
  • Bulk activity processing

V-Wrap Adviser

V-Wrap Adviser is ideal for use by Financial Advisers and Brokers. It offers you:

  • Live market data service
  • Real time client reporting
  • Portfolio review tools**

V-Wrap Investor

Satisfy your client’s increasing information requirements by providing them with online access to view portfolio valuations, reports and even market data on a live, on demand or 20-minute delay***. V-Wrap Investor can be white-labelled and linked directly from your own website to constantly reinforce your own brand and your relationship with your client.

** Available only to licenced advisers

*** Additional charges apply for live and on demand data