A single solution for investment portfolio administration, SMSF accounting and compliance.
Easily record, monitor and report on all your clients’ investments in a single location using V-Wrap – Praemium’s cloud-based portfolio administration system. V-Wrap delivers multicurrency support with daily FX rates and lets you define your own securities to include personal assets, such as property and art.
On- and off-platform assets
Praemium's V-Wrap and SMA platforms share a common database so you can consolidate assets for reporting and CGT optimisation.
V-Wrap has the most comprehensive transaction, tax and corporate action reconstruction engine available.
Transaction and holdings are updated via data feeds and our transaction matching feature makes it easy to manage exceptions.
Our extensive database for domestic and global securities means corporate actions, prices and asset allocations are updated daily. You never have to wait to produce client reports.
Valuations, performance, tax, multicurrency and more, all at the touch of a button and with your branding.
SMSF compliance and reporting
A single system for portfolio administration through accounting makes it easy to monitor and manage contributions and pensions.