Praemium reports suite
“Praemium’s reporting is very good, arguably the best.”
Advisers, accountants and administrators the world over use our comprehensive reports suite to easily generate and deliver their client reports
Our suite includes:
- Valuation and asset allocation reports
- Performance reports
- Tax reports
Praemium gives you the tools to:
- Add your branding to any report
- Limit or tailor access to reports and features
- Group clients into categories for batch reporting.
Full coverage of investment universe
You have complete flexibility in report generation, and Praemium’s reports are accountant strength. Praemium receives contract notes from all brokers and has unrivalled corporate actions processing:
- All listed securities
- Direct ownership of over 100 listed property trusts
- Over 3,000 international equities.
Praemium’s comprehensive reports suite has been used and trusted by advisers, accountants and administrators the world over for more than a decade. With our report builder you can create single reports or multiple report packs with your brand and containing any or all of the following reports:
- Portfolio valuation
- Cash movements (including fees, income, and purchases and sales)
- Corporate actions
- Transaction history
- Performance between any dates since inception
- Asset allocation
Additionally, our finance team produces tax reports annually for UK and US taxpayers.