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Praemium's machine learning takes platform accuracy to a new level

21/07/2021 - Press Releases
Praemium has expanded its machine learning and artificial intelligence capabilities to benefit users of its non-custodial Virtual Managed Account solution, by reducing human errors in data entry and improving data integrity.
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Obtaining consent for OFAs

23/06/2021 - Feature Articles
Under the Financial Sector Reform Bill (Hayne Royal Commission Response No. 2) introduced into Parliament in December last year, financial services providers that receive fees under an ongoing fee arrangement (OFA) must now provide clients with a document each year that outlines the fees they will be charged and the services they will be entitled to in the following 12 months.
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Client satisfaction: profit does not make!

01/06/2021 - Feature Articles
Advisers are kicking goals when it comes to clients satisfaction, yet industry research suggests this is not directly transferring into profit. Martin Morris looks at the industry figures.
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Technology to ease you through the tax-year end

20/05/2021 - Product News
By bringing together data from brokers, registries, and bank accounts, Praemium gives you a complete picture of your client’s investment portfolios on one platform, making it easier than ever to get organised for the financial year-end.
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Praemium Investment Leaders - SG Hiscock

27/04/2021 - Podcasts
Praemium's Damian Cilmi talks to Grant Berry about the changes to the property sector post-COVID and the expected movements moving forward.
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Praemium Investment Leaders - Antares

06/04/2021 - Podcasts
Praemium's Damian Cilmi talks to John Guadagnuolo about the stocks that have been hidden winners as a result of COVID and the outlook for Afterpay.
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Praemium's platform momentum continues

02/03/2021 - Feature Articles
Praemium has jumped into the top three position in the 2020 Investment Trends Platform Benchmarking & Competitive Analysis Report. Following a debut ranking of top four in 2019, Praemium’s score made one of the highest relative percentage gains in the peer group to surpass BT Panorama.
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Praemium integrates with Xplan

18/11/2020 - Press Releases
Praemium has today announced it has integrated with Iress to make it easy for advisers to seamlessly initiate new Praemium applications from within Xplan.
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Bridging the platform gap

30/09/2020 - Feature Articles
The digitalisation of advice and the advent of new technology providers is giving advisers a breadth of tech solutions to improve business and client engagement processes. But is it a case of less is more.
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Managing change in a managed accounts transition

16/09/2020 - Feature Articles
Starting the transition to managed accounts can seem like a daunting experience. We outline 6 steps for managing change that can help make the journey a smooth one.
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