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Praemium: Melbourne

Address: Level 1, 406 Collins St, Melbourne, VIC, 3000
Phone number: (03) 8622....
Fax number: (03) 8622....
Email: Click to view
URL: http://www.praemium.com.au
Year Established: 2001

About

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 administration 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 reevaluation
* Optimised CGT processing
* Performance 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 enhancement with clients, improved tax management, V-Wrap can be re-branded 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

Præmium 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 re-balancing of models
* Netting of buy/sell transactions across models
* In specie transfer of assets
* Customisations including stock substitutions and holding locks
* Capital gain scenario modeling 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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