Praemium

Praemium's platform technology has been designed for the complex needs of sophisticated investors from the very beginning - encompassing market-leading digital portals, data integrations, comprehensive reporting, complex corporate actions and customisations. Access a wealth of solutions on one platform for your high-net-worth clients. #praemium #sophisticatedwealth #platform #sophisticatedinvestors #hnwinvestors #reporting #dataintegrations #digitalportals

The Sydney Praemium team recently rolled up their sleeves for OzHarvest’s Cooking for a Cause, using their Community Service Days to make a real impact. The team learned eye-opening insights about food waste and worked together to prepare meals for those in need. It was a meaningful day of teamwork, connection, and giving back to the community! #praemium #community #volunteering #OzHarvest #CookingForACause

Our COO James Edmonds, CFA outlines the key benefits of Praemium Spectrum. With global investment and alternatives access, comprehensive reporting, and seamless wealth oversight through cutting-edge technology, It's the ultimate tailored investment solution for high-net-worth investors ensuring security, personalisation, and superior adviser collaboration. Find out more https://lnkd.in/gtiM-EsX #praemiumspectrum #sophisticatedwealth #alternatives #reporting #hnwplatform

We're wrapping up our most listened-to podcasts on the Praemium Advice Leaders channel for 2024. From estate planning essentials to succession planning and unlocking growth with managed accounts. Now's a great time to tune in to some inspirational listening from industry leaders and generate new ideas to set up your practice for a successful 2025. #adviceleaders #podcast #successionplanning #estateplanning #managedaccounts #technology #womeninadvice

A big thank you to our community committee for helping us get into the festive spirit today with some delicious baked treats! This year, the Praemium team is proud to support OzHarvest, a food rescue and relief organisation that redistributes surplus food to those who need it most. If you’d like to join us in making a difference, you can donate directly through the OzHarvest website.

Good investment income reporting provides critical insights for making informed financial decisions, managing risks, and planning for the future. Praemium's unparalleled income reporting is designed to offer precision and clarity for income-focused investments. Advisers can access comprehensive, customisable reports across diverse assets, ensuring accurate insights into portfolio performance and income streams. With capabilities to monitor complex income sources such as private debt, unlisted infrastructure, and real estate, Praemium empowers advisers to meet client needs for sustainable income strategies. Learn more about the breadth of income reports you can generate for your clients. https://lnkd.in/gSBPavdH #incomeinvesting #reporting #platform #sophisticatedwealth #praemium

Advisers who embrace AI and technology are seeing real results—from increased efficiency to stronger client engagement. Are you ready to join them? Our latest eBook, AI & Integrations: Leveraging technology for smarter financial advice, is your go-to guide to: ◾ Connecting digital integration with business growth. ◾ Practical AI tools and strategies you can implement now. ◾ An AI framework to choose the right tools for your practice. ◾ Overcoming common tech adoption barriers.  💡 Don’t get left behind—stay ahead of the curve. 👉 Download the eBook Now https://lnkd.in/gC_ckr2X #AI #FinancialAdvice #WealthManagement #AdviceTech #Innovation #DigitalTransformation

As 2024 comes to a close, we want to extend a heartfelt thank you to our valued partners, incredible clients, and dedicated team. Together, we've achieved so much this year, and we're excited about what lies ahead in 2025! Wishing everyone in our community a safe, relaxing holiday break and a prosperous 2025 filled with opportunities, growth, and success.

For 95% of high-net-worth-focused advisers, a high-touch approach is essential to meeting the needs of HNW clients according to the latest Praemium CoreData Group Research. Yet 46% say finding the time to dedicate to it is their no. 1 challenge. Technology is seen as a critical component to both freeing up the time to focus on clients and enhancing the client experience. And Praemium can deliver on both fronts with the tools to both improve efficiency and deliver an engaging digital service, plus the products to create a highly bespoke investment strategy. Talk to our team today to find out how we can help you deliver that high-touch service for your sophisticated clients. #hnw #clientexperience #wealthmanagement #financialadvice #digitalservice #investorportal #technology #platform #sophisticatedwealth #praemium

The ultra-high-net-worth investor segment has investable assets between $10m and $70m. Of the HNW cohort, they are most likely to receive financial advice, with 41% engaging a financial adviser. With a sharp focus on growth, their portfolios have grown the most of any HNW segment in the last year. Download our HNW Investor 2024 eBook for a more detailed look at each of the HNW segments and their unique needs. #hnwinvestor #ultrahighnetworth #advice #wealthmanagement