LET THE VALUE OF YOUR ADVICE SPEAK FOR ITSELF
Key information up front
Get straight to the information you really need to efficiently manage your clients’ performance, asset allocation, sector diversification, tax positions, and SMSF contributions and pensions. Drill down to understand the complete picture.
See all of your portfolios in one place
Keep on top of areas that need your attention, such as over or underweight asset allocation, cash allocation percentages, members approaching their contribution caps or unlikely to make their minimum pensions.
COMPLEMENT YOUR VALUE PROPOSITION
Accurate, timely and professional reports
Praemium’s reports are widely regarded as the best in the industry, covering your investment advice, accounting and tax reporting needs. Branded with your logo, they provide depth of information, presented in a way that makes it easy for your clients to understand.
HELPING ADMINISTRATORS GET IT RIGHT, EVERY TIME
AUTOMATIC CORPORATE ACTIONS
All of your portfolios are correctly updated at the same time
Praemium’s reconstruction technology automatically applies the latest corporate action information to your portfolios, even when you enter back-dated transactions, or corporate action information is revised.Praemium’s specialist team ensures timeliness and accuracy of corporate actions for ASX-listed securities, over 3,000 internationally listed securities, and the distributions and tax components for Australian managed funds.
Holdings are up-to-date at the start of each day
Bring in all of your clients’ transactions to the Praemium platform with data feeds from banks, registries, fund managers, stockbrokers, investment platforms and fixed-interest intermediaries. The full list of feeds is available on the Praemium web site.
Quickly see portfolio data that requires attention
The Praemium rules engine will automatically match over 80% of your transactions. The few remaining are immediately apparent and easy to action with our transaction matching tool. Your portfolios’ holding and cash balances are also easily reconciled with the source institution.
EASY TO PRODUCE REPORTS
Efficiently manage reporting across all of your clients
Praemium’s Report Builder makes it easy to save report layouts and portfolio lists that are ready to go when you need them, whether for specific products, different levels of service, client reviews or the end of a period. At year-end tax time, Report Builder will help you track the completion status of trust tax information before sending out final tax reports.