Praemium: Adelaide

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 SMSF administrators, accountants, financial planners and stock brokers.

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.

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 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.