No more tracking down your clients’ investments on multiple platforms and manually assembling reports. Simply implement their investment or SMSF portfolios on the Praemium investment portfolio administration tool, then automatically produce branded and personalised quarterly, annual and tax reports for them across their entire investment portfolio, whether custodial or non-custodial assets. These time savings can then be diverted to revenue-generating activities, boosting client confidence in the long term.
Clients with comprehensive and complex portfolios demand precision and reliability in their investment portfolio administration. Praemium Scope+ is the answer.
Praemium Scope+ offers the next level of service by removing the hassle of time-consuming portfolio administration from your office, allowing more time and resources to manage your clients' needs. Our sophisticated and flexible investment portfolio management tools enable you to easily customise your business model to best suit your specific needs.
We are proud to offer one of the best investment portfolio platforms in Australia, backed by a team of highly experienced investment professionals. Our Scope+ team collects and processes your client’s investment-related mail, reconciles portfolio cash and income transactions daily and matches portfolio holdings against each client, so you can be confident that your client’s portfolios are always accurate and in line with accounting standards.
For non-custodial assets, you can combine the broker of your choice with the cash accounts your clients use and invest in an investment strategy using a combination of direct equities, ETFs, managed funds, term deposits and cash.
Consider it as your own team of professional administrators to manage and remove your administrative burdens.
By providing full access to our Adviser Portal, a powerful and customisable visual investment management tool that gives you a view of all your clients and their fully reconciled investments, you can make better-informed decisions and provide an even more enhanced service to your clients. Our investment portfolio administration paves the pathway for you and your clients to maintain a long and prosperous relationship.
Praemium Scope and Scope+ provide your clients with access to the most sophisticated tax engine in the platform market with:
- Dynamic tax modelling tools for you as their adviser and
- Accurate and easy-to-use report packs for your clients to prepare their end-of-financial-year tax returns
With Praemium Scope+, utilising investment portfolio management software in Australia has never been simpler. Contact Praemium today to learn more about our leading investment portfolio administration tool.
The benefits
- Save time
- Enhance your client relationships
- Experienced team based in Melbourne
- Take the effort out of corporate action processing
Save time
Enhance your client relationships
Our investment portfolio management tools provide your clients with access to our user-friendly digital Investor Portal, giving them full transparency of their portfolios and allowing you to refocus your time on engaging with them on their financial goals and investment strategy. Scope+ paints a clear picture of where they should be focusing their efforts to generate ongoing financial success.
Experienced team based in Melbourne
Praemium provides you with a leading team of professionals, including accountants, with extensive experience in portfolio and SMSF administration using our investment management tools, and are based in Melbourne. Our Administration Service is growing rapidly, and we manage in excess of $29bn for a number of Australia’s leading wealth management firms.
Take the effort out of corporate action processing
Corporate actions become simple within our easy-to-use online Corporate Action Election Centre via our investment portfolio management tools. We send you electronic notifications that will allow you to confirm whether your clients are participating in corporate actions such as Share purchase plans, rights issues and buybacks.
Focus more on what your clients value
Your clients deserve access to the best investment portfolio management tools the market has to offer. The Praemium Scope+ investment portfolio administration platform gives your clients the power to make strategic, data-driven investment decisions, all from one reliable software.
Download our full brochure or contact us today to schedule a demonstration and see how the Scope+ investment portfolio management tool can transform your business. The future of high-net-worth wealth management is here — seize the opportunity today.
Call our team at 1800 571 881 or support@praemium.com for more information.
