Præmium pro factis

About Us

Præmium Newsletter

As Præmium's functionality and number of clients continues to grow, we thought it was time to provide our clients with a regular update to keep you informed about new developments, user-tips and servicing updates from Præmium. To subscribe to this newsletter, submit your details here.

Issue 33 - 31 August 2010

• Looking on the bright side of the Future of Financial Advice
• New! Product Disclosure Statement of Praemium SMARTwrap Scheme
• International Investments at portfolio level
• Webinar: International Investments at portfolio level
• V-Wrap Adviser options modelling
• Other upcoming events
• Recent announcements & in the press

Issue 32 - 30 July 2010

• New! Introducing Praemium SMARTwrap
• Why is it so important to get your pricing advice right?
• New locations for help documents and templates
• Webinar: Term deposits, bank bills and fixed interest securities
• Business partner profile: RIMsec
• Other upcoming events
• Recent announcements & in the press

Issue 31 - 30 June 2010

• The Future of Financial Advice – A Nuts & Bolts Solution
• Have you seen Praemium's V-Wrap Adviser & V-Wrap Investor?
• Webinar: V-Wrap Adviser & V-Wrap Investor
• Other V-Wrap enhancements!
• New service terms and conditions
• Reminder! Xplan & VisiPlan interfaces are now available
• Business partner profile: DDH Graham
• Other upcoming events
• Recent announcements & in the press

Issue 30 - 31 May 2010

• New! A range of Portfolio Types & International Investments
• Rebranding of p-Desktop & Portfolio Trader
• The Future of Financial Advice - a Nuts & Bolts Solution Roadshow
• Powerwrap - an adviser perspective
• Webinar: Preparing for end of financial year
• Heffron's special offer
• Other upcoming events

Issue 29 - 30 April 2010

• The Cooper Review & the future of financial advice
• New! Xplan & VisiPlan interfaces are now available
• New! The Remember function is here
• Another BankLink data feed enhancement
• User Group sessions: Brisbane
• Webinar: The new Remember function and recent Banklink data feed enhancements
• Recent announcements & in the press

Issue 28 - 29 March 2010

• BankLink data feed enhancements
• p-Desktop Model Rebalancer enhancements
• Praemium Business Solutions Conference - overview
• User Group sessions: Adelaide and Perth
• Webinar: online help
• Business partner profile: Cavendish
• Recent announcements & in the press

Issue 27 - 26 February 2010

• Praemium Business Solutions Conference
• User Group sessions
• Webinar: Exchange Traded Options
• New & improved BGL data transfer
• Heffron's special offer
• Recent announcements & in the press

Issue 26 - 29 January 2010

• Praemium Business Solutions Conference
• V-Wrap Lite is coming soon!
• Multi currency at portfolio level!
• Webinar: Exchange Traded Options
• User Group sessions
• Recent announcements & in the press

Issue 25 - 23 December 2009

• Season's greetings
• Holiday Season's servicing hours
• Introducing Portfolio Trader; our new online version of p-Desktop
• Client profile: Whitehaven
• Praemium Business Solutions Conference
• Recent announcements & in the press

Issue 24 - 30 November 2009

• Coming soon! V-Wrap Lite and multi currency at portfolio level!
• Introducing Portfolio Trader
• V-Wrap enhancements!
• Webinar - BGL 998 account
• Praemium Business Solutions Conference
• Other upcoming events
• Recent announcements & in the press

Issue 23 - 30 October 2009

• Conferences....investment or indulgence?
• Præmium Business Solutions Conference
• Enhancements to the data upload process
• MYOB/Solution 6 update
• Webinar: BGL 998 Account
• Powerwrap workshops
• Portfolio protection: BlackRock's Capital Protected Top 20
• Other upcoming events
• In the press and recent announcements

Issue 22 - 30 September 2009

• Who do you care about most?
• Enhancements to billing schedule!
• Enhancements to p-Desktop!
• Webinar: BGL 998 account
• Portfolio protection: BlackRock's Capital Protected Top 20
• Combined planning & accounting groups embrace Powerwrap
• Other upcoming events
• In the press & recent announcements

Issue 21 - 31 August 2009

• Pricing advice - opportunity or catastrophe?
• Don't be dragged into change - embrace it early!
• New upload templates
• Webinar: corporate actions
• Heffron special offer
• Recent conferences 
• Other upcoming events
• In the press & recent announcements

Issue 20: 22 July 2009

• How the financial services is changing
• p-Desktop enhancements!
• Changes to pricing methodology for warrants
• Powerwrap announces integrated sma technology for the advisory practice
• Client profile: NHW underpins its growth on technology
• Webinar: Back to basics
• SPAA State Technical Conferences
• SMSF Strategy Day
• Other upcoming events
• Recent announcements & in the press

Issue 19: 16 June 2009

• Free portfolio review tools from 1 June 2009
• Powerwrap - Managed funds transactions now integrate with V-Wrap
• New! Online Help system
• V-Wrap enhancements to tax reports!
• Webinar: Preparing for end of financial year
• SMSF Strategy Day (with Grant Abbott)
• Other upcoming events
• Recent announcements & in the press

Issue 18: 21 May 2009

• SMAs - the 'holy grail' of self managed super funds
• Beware of cheap imitations
• BlackRock launches a new product
• V-Wrap enhancement! Exporting Service Assets to BGL
• p-Desktop enhancement! Importing a model from a file
• Webinar: BGL Overview
• 'SMSF strategies in a volatile market' a complimentary technical session by Heffron
• Other upcoming events
• Recent announcements & in the press

Issue 17: 21 April 2009

• Does dividend imputation have a future?
• New! Automatic recording of interest transactions from DDH Graham
• Webinar: Fixed interest securities, term deposits & bank bills
• User Group sessions
• Heffron Special Offer
• Other upcoming events
• Recent announcement

Issue 16: 20 March 2009

• Bullet proof your business
• New! Automated feed for St.George Bank
• New! Exchange Traded Options expiry report
• Webinar: household billing
• User Group sessions
• Client profile: Eden Wiseman
• Winner of 2009 Praemium Scholarship
• Heffron special offer
• Upcoming events
• Recent announcements & in the press

Issue 15: 18 February 2009

• Enhancements and updates for BGL users
• Client profile & special offer: Heffron
• Webinar: cash books, cash book matching, etc
• Demystifying SMAs seminar: 10 March 2009, Adelaide
• User Group sessions
• Other upcoming events
• Recent announcements

Issue 14: 21 January 2009

• Looking back on the 2008 share market slump
• New! Multiple Cashbook Matching
• Updates to the billing function
• p-Desktop enhancements
• Client profile: MYOB Accountants Resourcing
• Upcoming events
• Recent announcement

Issue 13: 12 December 2008

• The end of year is near
• New! Automated cash feed with the new Macquarie CMA
• Christmas servicing hours
• Client profile: Navin Asset Mangement
• Special offer from FinaMetrica
• Overview of our Demystifying SMA seminar
• Tip of the month: Rights issues - don't just confirm
• Recent announcement

Issue 12: 14 November 2008

• Scheduled system outage - 22nd November 2008
• New! Portfolio valuation snapshot ‘as at' date
• New! Transactional cashbook matching field
• New! Search by adviser function
• p-Desktop enhancements
• Demystifying SMA Seminar
• FPA 2008 National Conference
• Tip of the month: Why can't I find all my portfolios?
• Recent announcements

Issue 11: 15 October 2008

• 12 days left to lock in lower price for next 12 months!
• V-Wrap interfaces with SYNCRM's FPS
• Distributing p-Desktop to your clients (webinar): 10am 30 October 2008
• Demystifying SMA Seminar: 19 November 2008. Gold Coast
• BankLink and Præmium SMSF Seminars
• SPAA Regional SMSF Strategy Workshops
• Tip of the month: Why do I get an invalid security message on the DRP Screen?
• Recent announcements

Issue 10: 15 September 2008

• Changes to our pricing structures
• Increase your minimum commitment to lock in lower price for 12 months
• p-desktop portfolio reviewer and model rebalance now available
• New! Term deposits now priced on V-Wrap
• p-desktop Portfolio Reviewer and Model Rebalancer webinar: 24 September 10am
• Accountants technology conference
• Tip of the month: What is a Traditional Security?
• Recent announcements

Issue 9: 11 August 2008

• Are you the proverbial frog? 
• New! Automated cash feed for Macquarie Cash XL
• Reminder: Year end help sheet & online demonstration
• Cash book webinar: 21 August
• Client profile: Insight Reports
• SPAA state technical conference
• Accountants technology conference
• Tip of the month: Removing non-billable portfolios
• Recent announcements

Issue 8: 11 July 2008

• New! p-Desktop enhancements
• Year end help sheet now available
• Online demo: Overview of year end processes
• SMSF strategy day...early bird rate still available
• Fat Prophets SMA in the press
• Tip of the month: How estimated income is calculated
• Recent announcements

Issue 7: 6 June 2008

• New! Manage partial drps 
• New! Incomplete tax parcel information
• New! Fixed interest data capture
• Webinar: Preparing for end of financial year
• User group update
• Tip of the month: Recalculating consolidated portfolios
• Recent announcements

Issue 6: 7 May 2008

• Get ready for year end with free implementation*
• New! Integration with Coin Office
• New! p-Desktop enhancements
• User Group schedule
• Toolkit to help you market V-Wrap and p-Desktop to your clients
• Tip of the month: Searching for a portfolio via the main screen
• Recent announcements

Issue 5: 10 April 2008

• Exchange traded options webinar
• Upcoming user groups
• Special offer: separately managed account conference
• Tip of the month: Cash book matching
• Recent announcements from the UK

Issue 4: 12 March 2008

• New enhancement! List of all broker & bank links
• p-desktop webinar: 20 March
• Update your contact details
• SPAA National Conference
• Tip of the month: Don't forget to read your system messages
• Client Profile: rmg financial services uses p-Desktop to enhance service offering
• Recent announcements

Issue 3: 7 February 2008

• Macquarie CMT cash feed now automated
• Webinar training for cash books & automation of Macquarie CMT cash feed
• V-wrap now mac compatible
• SPAA National Conference: 12 - 14 March
• Client Profile: Easdown benefits from Implementation Service
• Tip of the month: Take up of rights issues

Issue 2: 8 January 2008

• Implementation Service
• p-Desktop
• Tip of the month: Identifying billable portfolios
• Recent announcements

Issue 1: 6 December 2007

• New! interface with GBST
• Developments in testing
• Præmium user group update
• Christmas servicing hours
• Tip of the month: entering DRPs
• Recent announcements