Introducing a new standard in HNW advice
As a financial adviser, delivering quality service goes beyond tailored advice and goal-focused recommendations. It also involves the technology you use to empower your clients. Understanding the unique demands of financial advisory firms servicing high-net-worth individuals, Praemium has developed a sophisticated solution.
Combining over 20 years of experience with the biggest and best names in the Australian high-net-worth (HNW) wealth management space, and a proven heritage in award-winning custodial and non-custodial investment administration and reporting capability — we’ve created the next evolution in wealth management.
A ground-breaking product that brings together the best of our technology, service and product solutions, encompassing the full spectrum of financial wealth opportunities on just one platform technology.
That’s why we call it Spectrum.
Praemium Spectrum is designed to transform your advisory service, empowering you to exceed the expectations of your sophisticated investor base. With Spectrum, you’ll have the power to elevate your offerings, streamline your operations, and achieve a new level of success.
The smart choice for HNW investors
HNW clients demand more — they expect personalisation, customisation, and excellence. Praemium is the only platform that truly understands and meets these needs. With extensive experience in private banking, our in-house intermediary desk delivers comprehensive execution services for domestic and international securities, corporate actions, derivatives, forex and fixed income, while managing SMAs and margin loans.
The Spectrum investment platform enables you to perform customised and data-driven guidance for your most important clients. Our platform can help keep your business turning as you build long-lasting relationships with HNW clients.
With Spectrum, wealth advisors will have the power to elevate your offerings, streamline your operations, and achieve a new level of success. Here’s what the Spectrum client solution platform has to offer:
- Detailed market reports — Stand out with comprehensive, market-leading reporting that provides your clients with the detailed information they crave.
- Tailored asset management rebalancing — Ensure asset allocation remains aligned with your client’s’ strategic goals through regular, automatic portfolio rebalancing.
- Digital-first focus —Deliver a fully digital experience using modern client portals that sophisticated clients expect.
- Simple asset management — Empower your clients to make better decisions with seamless consolidation of custody and non-custody assets.
- Swift order processing and placement — Our seasoned trading team ensures fast and efficient order execution.
Elevate your advisory services with Spectrum
Tailored solutions for sophisticated clients
Your clients are unique, with diverse financial goals requiring sophisticated investment strategies. The Praemium Spectrum enables you to cater to these broad and complex requirements with precision and flexibility. Enhance your firm’s capabilities and reputation by providing your clients with the personalised service they demand.
Maximise flexibility with a limited power of attorney
In the world of high-net-worth investing, flexibility is key. Spectrum’s client solutions allows for the setup of a Limited Power of Attorney, empowering you to act swiftly and decisively on behalf of your clients. With Spectrum, financial services provided by you and your advisors will reach a level that will truly set you apart, giving your clients confidence in your ability to manage their wealth effectively.
Integrated portfolio management
Sophisticated investors demand more than just basic portfolio management — they demand the ability to move and act swiftly in an evolving market. Praemium’s Spectrum wealth solution, seamlessly integrates managed models with broader portfolio assets, ensuring comprehensive asset allocation and optimal investment performance. Show your clients that you’re not just keeping up with the advice market — you’re ahead of it.
Streamlined information
No more juggling multiple platforms and scattered information. Spectrum provides a single source of truth, offering a total portfolio view that simplifies decision-making and enhances your advisory process. Deliver clear, concise insights to your clients, empowering them to make informed decisions.
Take your business to the next level
Don’t settle for ordinary — choose the preeminent client solution, Spectrum, and redefine what’s possible for your firm and your clients. As an award-winning wealth management solution provider, we understand how important it is for advisors to have access to the tools they need to deliver superior outcomes.
Elevate your advisory services, meet the sophisticated demands of high-net-worth investors, and set your firm apart as a leader in the industry with Spectrum.
Download our full brochure or contact us today to schedule a demonstration and see how Spectrum can transform your business. The future of high-net-worth wealth management is here — seize the opportunity today.
Call our team on 1800 571 881 or support@praemium.com for more information today.
