The right technology
Our teams work around the clock to build the cutting-edge solutions you expect. We love to innovate, to build systems that make your business more streamlined, more productive, more competitive and more fun!
- Dynamic modelling and aggregated trades save you time and your clients money
- Adviser portal - easy online applications, keep track of account openings and investments
- Investor portal - a modern and intuitive way for your clients to view their data and interact with you
- API - create custom applications and leverage data for business practices and workflows.
The right products
Praemium's suite of products integrate seamlessly with each other and with your business. We can help you with:
- CRM and financial planning - a comprehensive suite that helps you build your clientele, manage the advice process and administer your business.
- Investment platform - run your own model portfolios or select your preferred investment manager.
- Investment management - our experienced in-house investment management team provides a range of multi-asset risk-managed funds and portfolios.