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 46 - 16 December 2011
- Season's Greetings
- Holiday season’s servicing hours
- New enhancement! A simplified way to take up rights
- New! Data feed from RIMsec for term deposits, bank bills & fixed interest securities
- Did you know that online trading is available?
- Dividends and DRPs training webinar is now available
- Does V-Wrap have your most up to date details?
Issue 45 - 27 September 2011
- New email address for support services!
- New enhancement! System Messages
- International Investments at portfolio level
- Webinar: International Investments at portfolio level
- 2011 Accountants' Technology Showcase Australia
- Recent announcements & in the press
Issue 44 - 22 August 2011
- New! Term Deposits, ETFs & Hybrid Securities in SMARTwrap Super
- Have you downloaded V-Wrap Mobile?
- V-Wrap’s family of portfolio types
- Webinar: Exchange Traded Options
- Other webinars available under Online Help
- Upcoming events
- Recent announcements & in the press
Issue 43 - 19 July 2011
- New! Data feed from FIIG for Term Deposits, Bank bills & Fixed Interest securities
- Pricing changes from 1 September 2011
- Client profile: Nexia Court & Co
- Webinar: Corporate Actions
- Upcoming events
- Recent announcements & in the press
Issue 42 - 10 June 2011 (May/June edition)
- New! Introducing V-Wrap Mobile
- Coming soon! Insurance options within V-Wrap & SMARTwrap
- New! Data feed with ANZ V2 PLUS is now available
- Webinar: Adding new users for your clients
- Webinar: Preparing for end of financial year
- Recent announcements & in the press
Issue 41 - 28 April 2011
- New! Praemium SMARTwrap SMSF
- New! Automated data feed for term deposits, bank bills and fixed interest securities
- 2011 Praemium Business Solutions Conference - Overview
- User Group sessions
- Webinar: Term deposits, bank bills and fixed interest securities
- Recent announcements & in the press
Issue 40 - 31 March 2011
- 2011 Praemium Business Solutions Conference
- New! Enhancement on corporate action elections
- New features to term deposits within V-Wrap
- User Group sessions
- Webinar: Online User Group
- Webinar: New enhancement to corporate action elections
- Recent announcements & in the press
Issue 39 - 28 February 2011
- Direct market access is now available
- Have you enquired about Praemium's live data subscription package for V-Wrap Adviser?
- New enhancements!
- Webinar: Super contribution and pension payment component breakdown to Simple Fund and Desktop Super?
- Webinar: Portfolio valuation and performance reports
- User Group sessions
- 2011 Praemium Business Solutions Conference
- Recent announcements & in the press
Issue 38 - 28 January 2011
- The impact of stronger (Cooper) super for SMSFs
- New! Direct Market Access (DMA) is now live
- New! SMARTwrap adds Macquarie CMA
- New! Enhancements to term deposits within V-Wrap
- 2011 Praemium Business Solutions Conference
- Other upcoming events
- Recent announcements & in the press
Issue 37 - 20 December 2010
- Season's Greetings
- Holiday season's servicing hours
- New! Enhancements to term deposits within V-Wrap
- Have you ordered your Praemium SMARTwrap Super PDS?
- 2011 Praemium Business Solutions Conference
- Recent announcements & in the press
Issue 36 - 30 November 2010
- Praemium SMARTwrap Super is now available
- Ask and you shall receive
- Heffron's special offer
- Praemium Business Solutions Conference
- 2010 FPA National Conference
- Recent announcements & in the press
Issue 35 - 29 October 2010
- How to best use Praemium's services in your business?
- V-Wrap's family of portfolio types
- Webinar: Data transfer from BGL Simple Fund
- Other upcoming events
- Recent announcements & in the press
Issue 34 - 30 September 2010
- Have you ordered your copy of Praemium SMARTwrap Scheme PDS?
- Maximise the use of V-Wrap in your business to free up more time for your clients
- Webinar: Cash books, cash book matching & automated cash feeds
- Client profile: JBS
- Other upcoming events
- Recent announcements & in the press
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
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New enhancement! List of all broker & bank links
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p-desktop webinar: 20 March
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Update your contact details
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SPAA National Conference
-
Tip of the month: Don't forget to read your system messages
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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