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CRM & Financial Planning
Manage client and management information, tasks, appointments and financial planning process from one easy location.
Insource professional investment management to offer a customised investment proposition with no extra cost or effort.
Manage your own portfolios, select an Investment Manager, or use our in-house Investment Manager – Smartim
Provide 24/7 access for your clients to view all their assets and holdings across all accounts, including non-managed assets like property and art.
News and Views
18 August 2016
Burrell Stockbroking launches managed account
Platform provider Praemium has launched a new managed account solution for a longstanding Brisbane-based client.
18 August 2016
UK tech disruption, protected funds boost Pra
A strong UK performance, innovative products, and staying ahead of the technology curve all combined to give Praemium “a really good year”, chief executive Michael Ohanessian told International Adviser in an exclusive interview.
15 August 2016
Praemium posts 72% profit
Financial planning technology platform provider, Praemium, has posted a 72 per cent profit for FY2016, on the back of advisers embracing separately managed account (SMA) platform technology.
04 August 2016
Shaw & Partners launches managed account solu
Shaw and Partners today launched a new managed account solution, offered through a partnership with Praemium.
11 July 2016
Infocus enters roboadvice market with earnie.
Infocus Wealth Management (Infocus) today announced the launch of earnie.com.au, the group’s direct-to-consumer financial advice solution. earnie.com.au is available at no cost for consumers, providing simple smart investing for Australians from all walks of life.
29 June 2016
Praemium’s V-Wrap chosen by JBWere
National Australia Bank's JBWere has opted to use Praemium Australia Limited's V-Wrap portfolio administration and reporting software.
24 June 2016
Tomorrow's Adviser: A five-step approach to
Rebecca Murphy highlights the potentially huge business opportunities on offer to advisers willing to put long-term profitable client relationships before short-term non-recurring revenue.
23 May 2016
The Great Offshore Bond Debate
Such companies as Praemium International, Platform One International, Novia Global, Ardan and Singapore’s iFAST Financial have improved the platform industry’s range of offerings for advisers and their expatriate clients in recent years, and are increasingly seen as a rival to the life companies, with which constituent companies some also work together in looking after the portfolios of individual clients.
13 May 2016
Praemium wins 2016 International Platform of
The winners of the inaugural International Adviser Product and Service awards 2016 were announced on the evening of Thursday 12 May at London’s Waldorf Hilton Hotel, where many leading figures from across the financial services industry gathered to hear the results.
11 May 2016
Praemium and Futuro team up on SMAs
Praemium has launched a new separately managed account (SMA) range with dealer group Futuro Financial Services, to be white labelled under new Futuro subsidiary Sterling Managed Investments. The service will enable Futuro advisers and clients to access diversified portfolios managed by specialist investment managers, powered by Praemium’s SMA technology.
04 May 2016
SMAs have burst onto the financial advice scene, providing advisers with a solution that affords benefits from tax minimisation to investment returns and client engagement.
26 April 2016
Centrepoint’s managed account service hits $1
Ventura Investment Management Limited, a subsidiary of Centrepoint Alliance, has announced that its managed account portfolio service has reached its first $100 million in FUM from a standing start in April 2015.
19 April 2016
Praemium's FUM up 23%
SMA platform Praemium's Australian business has seen its funds under advice (FUA) climb 23 per cent to hit $2.85 billion, despite challenging market conditions.
08 April 2016
FEIFA teams up with Praemium for IFA tech pus
The Federation of European Independent Financial Advisers (FEIFA) will be working with the UK division of Australian-headquartered platform provider Praemium to promote improvements in technology for the advisory sector.
05 April 2016
Price Bailey: The accountants blazing a trail
Chartered accountants Price Bailey may not be the most obvious choice to manage and invest your money – they are after all primarily an accountancy firm – but its investment management arm now boasts £500 million in assets under management and with nine model portfolios on offer was among the earliest adopters of exchange-traded funds.
10 March 2016
Praemium launches multi-asset funds to UK mar
Smart Investment Management, the investment arm of Praemium, has launched Ucits versions of its Smartfund 80% Protected range for the UK market.
24 June 2016
Praemium set to open sales office in UAE
Australian-based financial technology firm Praemium is in the process of setting up a new office in Dubai to help market its offshore investment platform to the local IFA market.
29 February 2016
Praemium recruits NAB’s Itsiopoulos
Publicly-listed financial services technology provider, Praemium Limited has recruited former NAB general manager, Wealth Operations, Anna Itsiopoulos to the newly-created role of General Manager, Australia.
“Praemium’s reporting is very good, arguably the best...”
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