Praemium - Investment Wrap
October 28th 2009 20:51
Address:
Level 16, 211 VictoriaÃÂ Square
City:
Adelaide
State:
SA
Postcode:
5000
Telephone:
08 8110 1801
Email:
mail@praemium.com.au
Website:
http://www.praemium.com.au
Category: Misc Financial Services
Praemium was established to bridge the gap in the Australian market for a technologically advanced portfolio administration service that effectively administers the increasing trends in financial markets towards involvement in direct equity investments.
Delivering the cost-effective investment portfolio administration tool V-Wrap, Praemium has further expanded its range of services to include the needs of accounting, financial planning and stock-broking firms with investment reporting, SMA's, CGT optimisation and wholesale portfolio services.
V-Wrap
V-Wrap is an online portfolio management service, designed for professional accountants, stockbrokers, superannuation administrators and financial planners.
Key features include
* Portfolio & capital gains tax (CGT) position reconstruction
* Daily position roll forward and reavaluation
* Optimised CGT processing
* Perfomance reporting
* Portfolio reporting
Some benefits of V-Wrap include improved decision making, accuracy, proactive CGT management, allows you to deal with multiple brokers, registered ownership, reduction of administration costs, relationship enhancment with clients, SMSF Administration, improved tax management, V-Wrap can be rebranded with your company logo, name, colour and so forth, and enhanced security.
p-Desktop
p-Desktop is a powerful live market data service which is fully integrated with your badged V-Wrap service to provide the ultimate portfolio administration solution.
As a fully integrated web application delivering intra-day pricing and detailed market data, p-Desktop gives you even more powerful portfolio modeling, administration and management for your client's portfolios.
Integration with your badged V-Wrap service also helps you engage with more clients more often, giving you greater distribution of your service and increased revenue potential through active management of a larger base.
Separately Managed Accounts
Praemium is a pioneer and recognised industry leader in the development of Separately Managed Account (SMA) technology for Australia. Our proprietary state of the art technology for operating a SMA enables:
* Online access for model providers, advisers and clients
* Full online account set up and maintenance
* Daily rebalancing of models
* Netting of buy/sell transactions across models
* In specie transfer of assets
* Customisations including stock substitutions and holding locks
* Capital gain scenario modelling and optimisation
* Multiple options for fee payments
* Badging
An SMA can be thought of as a more efficient alternative to a managed fund. You are still investing in shares and you are still accessing the fund manager's ability to select stocks. The key difference between an SMA and a managed fund is that the SMA is non-unitised.
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