Digital experience

Simple online wizards guide you through the account opening process, where you select assets, set up bank accounts and regular cash flows, and nominate investment sources with single-click options such as in-specie transfers and BPAY cash deposits.

And best of all, you can get your clients’ digital approval for their new account, eliminating paperwork, and automatically submitting applications to Praemium for fast and efficient digital processing, so your investment strategy is implemented significantly faster than traditional postal applications. 

Build the perfect portfolio for your client with online access to a broad selection of investment options as either single investment assets and/or professionally managed model portfolios.

When re-weighting client assets, Praemium's unique CGT modelling calculator lets you test trade impacts on your client's indicative tax position before committing to investment changes.

Tailor portfolios to your clients’ needs by selecting from a range of customisations or by applying ESG filters that help align their investments with their ethical, social and governance values and beliefs.  

Set up and maintain cash flows, then monitor them from an online summary screen that allows you to drill down into individual cash, income, expense and trade transactions.

Financial service businesses, like any industry, contain day-to-day operations that involve replicating the same steps. That’s why we work closely with our clients to help alleviate the burden of administration so you can spend more time with your clients.

We can help you define common, business-wide templates for tasks such as opening applications, selecting assets, defining and assigning investment strategies, all based on matching your client’s investment goals.

Regulations around ongoing advice fees are onerous. But our fee consent functionality stands out in the platform pack for providing an automated and auditable peace-of-mind solution that advisers can depend on.

Advice fee options are flexible in that they allow you to set up both ongoing fee arrangements and fixed term fees for dollar and percentage amounts. Fee consent for new accounts is automatic, as part of the client’s application approval. But ongoing and fixed term fees can be easily managed for all your clients in Adviser Portal.

Our Fees calculator in Adviser Portal is designed to provide a summary of the fees and costs that may be applicable to an account based on the investment amount and your recommended investment strategy.

Praemium's prize-winning innovative functionality provides advisers with knowledge and insights designed to enhance client engagement and strengthen the adviser-client relationship.

The Insights functionality uses data science and machine learning to examine certain client behavioural patterns that may indicate a need for additional advice or guidance. Whether the behaviour patterns are driven by investment or market performance, or a change in their personal circumstances, the adviser then has the opportunity to engage with their client at a time when they are most needing updated financial advice or further guidance about their options or needs.