Proprietary Technology and Innovation
Experience the advantage of 100% in-house developed wealth management technology. Collaborate with us to shape the functionality your clients demand, ensuring you have the tools to effectively support their wealth objectives. Praemium’s continuous improvement culture means we are always working on the next iteration of our wealth management software, so you always have access to the latest industry-leading innovations, providing you with a truly next-generation platform.
Unmatched flexibility and control for tailored advice strategies
Craft tailored advice strategies that truly cater to your diverse client base. With Praemium Scope, you have the freedom to control your own external execution and custody management. This flexibility empowers you to support a variety of investment approaches, allowing you to create bespoke portfolios for different client segments on a complete wealth management platform for advisers.
Tax optimisation and corporate action management
Tax optimisation is one of the most important things to investors. From salary wealth management to complex investment structures and high-net-worth portfolio strategies, ensuring you have accurate and up-to-date tax information to develop a tax optimisation strategy is critical. Praemium’s tax optimisation and sophisticated corporate actions management are widely regarded as the best in the industry. Advanced modelling tools and calculators allow you to perform future CGT modelling or predict future income, just as easily as retrospective reporting.
Our corporate actions expertise across thousands of listed securities, and a database stretching back to 1985 mean we can deliver accurate tax and performance reporting, minimising the impact of product rulings and ensuring our clients have access to historic reporting at any time. This level of precision and reliability makes Praemium the trusted choice for wealth management partners seeking seamless reporting and compliance solutions.
Take your wealth management to the next level
Discover why wealth management partners trust Praemium to streamline administration, optimise tax strategies and provide unmatched portfolio insights. With our cutting-edge wealth management technology, you gain access to a whole-of-wealth view platform that consolidates and simplifies investment reporting like never before.
Whether you're looking for a wealth management platform that enhances efficiency or a fully outsourced solution to remove administrative burdens, Praemium’s Scope solution has you covered.
See Praemium in action: Contact us today to schedule a demonstration and discover how Scope can transform your business.
Want even more support for your clients? Explore Scope+ to see how our expert team can handle portfolio administration for you.
Download the Scope Brochure to elevate your practice
Download our full brochure or contact us today to schedule a demonstration and see how Spectrum can transform your business. The future of wealth management is here—seize the opportunity today.
Call our team on 1800 571 881 or support@praemium.com.