Praemium Limited provides managed accounts technology, portfolio administration, and financial planning tools to the wealth management industry in Australia, the United Kingdom, and Asia. It offers Praemium Portfolio, a portfolio reconstruction engine with a database of historic corporate actions across various equities. The company also provides WealthCraft that includes various modules, such as client relationship management, fact find, financial planning administration, commissions' management, investment research, and portfolio management for financial professionals to develop and expand their wealth management business, as well as enhance their client service levels; and Plum Software, which offers front-end client management and back-office systems to financial planners. In addition, it offers Separately Managed Accounts, an investment platform solution that provides technology to the traditional wrap service provided by various platforms, as well as clients with professionally managed portfolios that are aligned to an investment strategy or model portfolio. Further, the company offers data feeds that automatically record client transactions, such as import transactions from contract notes and options, as well as file delivery. It serves financial advisers, brokers, accountants, investment managers, and banks, as well as other financial providers, such as superannuation administrators. Praemium Limited was founded in 2001 and is headquartered in Melbourne, Australia.
Read More
