Praemium in Melbourne, Victoria, Australia | Financial service

Praemium

Locality: Melbourne, Victoria, Australia

Phone: +61 1800 571 881

Address: 19/367 Collins St 3000 Melbourne, VIC, Australia

Website: http://www.praemium.com

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25.01.2022 Praemiums Report Builder & Report Publisher combine to help you create professional & detailed reports in a scalable way. This helps increase client engagement & build trust with your clients who will remain updated & informed through the current market turmoil. Find out more. https://bit.ly/2UI1Id0 #praemium #welcometotheupgrade #clientengagement #clienttrust #advice #reporting #portfolioreport

23.01.2022 Client communication during a period of market uncertainty is crucial. Praemiums platform offers numerous tools & functionality to help advisers navigate clients through this difficult period & deliver a high level of service & engagement. https://bit.ly/2UI1Id0 #welcometotheupgrade #clientengagement #praemium #platformtechnology #platformreporting #AI #performancereporting

23.01.2022 COVID-19 has abruptly pushed most advice practices to deliver a virtual service to their clients. We look at some of the technologies that can help you offer an enhanced digital service that could benefit your business for years to come. https://bit.ly/2QWedzf #praemium #advice #digitalexperience #technology #covid19 #businesstechnology #platforms

23.01.2022 If you missed our recent ESG webinar with Australian Ethical & QS Investors you can now listen to it online. There are some great insights into how to assess and evaluate ESG strategies and the differences between managers approaches to ESG. Listen here https://bit.ly/36az2NX #praemium #australianethical #qsinvestors #esg #webinar #esgstrategies #ethicalinvesting #responsibleinvesting

22.01.2022 Register for our latest webinar to find out how Praemium's ESG screening can help you deliver a tailored, scalable ESG solution for your clients. Plus, detail on the tech, the screening criteria used & the impact using it has on mainstream portfolios. Register here https://bit.ly/2AuYy4P #esgscreening #praemium #innovation #esgtechnology #webinar #ethicalinvesting #sustainableinvesting #welcometotheupgrade

22.01.2022 The value of data for financial practices is increasing. Our CTO Adam Pointon discusses steps advisers can take to leverage data for client engagement & business insights & the future trends for data in financial services. https://bit.ly/3gRMVFn #praemium #clientengagement #businessinsights #welcometotheupgrade #thoughtleadership #data #ai #machinelearning #datamining #dataandanalytics #datacapture #datastrategy #adviser #practicemanagement #digitaladvicemodel #financialplanning

21.01.2022 Some great news for our Praemium team, we've been rated the No. 2 platform in the UK by the Lang Cat! Plus a 1st place for value for fees. https://bit.ly/3ad9Bvx #platform #welcometotheupgrade #advisers #praemium

21.01.2022 We look at 4 key trends we believe will continue to shape the new world of advice over the coming years. https://bit.ly/34VANjp #praemium #advice #advisers #managedaccounts #platforms #data #digitaladvice #fintech #financialplanning #financialservices #wealthmanagement

21.01.2022 Praemium's International General Manager, Mark Sanderson talks disruption and innovation in financial services, in his latest blog post for International Adviser. https://lnkd.in/e85AE4Y

20.01.2022 With the presence of COVID-19 worldwide, our CEO Michael Ohanessian discusses how we are supporting our clients through these turbulent times and our BCP procedures. https://bit.ly/3bfxrYf

19.01.2022 The next generation of financial advice requires investment & product solutions that support the delivery of better client outcomes. Read Praemium's handy guide on transforming your business for next-gen advice http://bit.ly/3aVHVvS #praemium #businesstransformation #clientbestinterest #financialadvice #clientoutcomes

19.01.2022 Advisers using Praemium's non-custodial virtual managed accounts platform (VMA) now have access to the full suite of CHi-X TraCRs, funds & warrants, providing opportunities across a range of asset classes, including equities, indices, currencies, commodities and fixed income. Read more https://bit.ly/3bIpk7j #tracrs #chixaustralia #stockexchange #chix #financialmarkets #warrants #equities #indices #innovation #currencies #commodities #fixedincome #praemium

18.01.2022 Damian Cilmi and Lukasz de Pourbaix of Lonsec talked last month about the impact of COVID on portfolio construction & asset allocation and the importance of the investment committee during these times. https://bit.ly/2Zlw6f1 #praemium #lonsec #investmentleaders #podcasts #covid19impact #portfolioconstruction #investmentcommittee

18.01.2022 We are continuously innovating to ensure our platform delivers valuable functionality for our clients. But it's nice to be recognised as a finalist in the IMAP Managed Account Awards 2020 for Innovation. Congratulations to our partners and clients also recognised as finalists. #praemium #innovation #innovationisinourdna #welcometotheupgrade #imapawards2020 #IMAP #awards2020

17.01.2022 In case you missed it, our webinar is now available so you can see a demo of how our innovative ESG screening works and how it can help you deliver scalable ESG solutions tailored to your clients' unique ESG preferences. https://vimeo.com/430251450 #praemium #webinar #esg #esginvesting #sustainableinvesting #adviser

17.01.2022 Praemium and Plum Software are finalists in the FT Financial Adviser Service Awards for Platforms and Back Office Service Support. We'd love to hear your views via this short survey. https://bit.ly/2ZwuBeS #platforms #backofficesupport #serviceexcellence #financialserivces #praemium #ftadviser

16.01.2022 8 weeks into COVID-19 isolation and WFH and our team check-ins show the Praemium team are doing great! 87% are feeling happy, optimistic or the same as usual. Were staying connected & our company culture remains strong. #teampraemium #praemium #stayingconnected #companyculture #workculture #companygrowth #workingfromhome

16.01.2022 Join Praemium's Martin Morris for a CPD accredited webinar to discuss the latest research on the impact managed accounts are having on advice practices across Australia. Martin will discuss the statistics around client engagement, retention, risk and business profits. Register today http://bit.ly/2TyO36m #managedaccounts #advicepractices #businessproductivity #praemium #clientengagement #clientretention #businessprofits #webinar #cpd #professionaldevelopment

14.01.2022 Praemium's Mat Walker & Simon Hoyle of CoreData Group discuss reimaging the advice value chain in a Professional Planner podcast. Read the key take-outs and access the podcast here. https://bit.ly/2TR3AyP

13.01.2022 Praemium's Michael Ohanessian discussing the Powerwrap acquisition in Financial Review. https://bit.ly/32pqp1g #platforms #afr #praemium #wealthmanagement

13.01.2022 Register for the Money Management Managed Accounts Webinar for an expert panel discussion including Praemium's Martin Morris covering the key questions advisers have about managed accounts. It's a must event for anyone interested in managed accounts. https://bit.ly/3bZuLhu #managedaccounts #webinar #praemium # #freewebinar #livewebinar #paneldiscussion #netwealth #btpanorama #amp #asktheexperts

12.01.2022 Client best interest will be at the heart of next-generation advice. And with the cessation of grandfathered commissions & current market turmoil, theres never been a better time to reassess client strategies & transform your business model. Take a look at our guide on getting ready for next-gen advice. http://bit.ly/3aVHVvS #praemium #advice #clientbestinterest #clients #transform #businessmodel #businessstrategies #nextgenerationadvice

12.01.2022 Praemium's CEO Michael Ohanessian talks to Financial Standard about the future direction of platforms in response to changing investor and adviser needs. https://bit.ly/2ZxdjOr #platforms #adviser #innovation #managedaccounts

12.01.2022 Interesting article on managed accounts benefits during current market volatility and the increasing usages across a breadth of client types and sizes. https://bit.ly/2Kyo36S #managedaccounts #adviser #advice

11.01.2022 The importance of an innovative technology strategy and business culture has become even greater for advisers in recent months. Our CTO Adam Pointon provides some tips on how to integrate innovation into your advice practice. http://bit.ly/2rgTcpz #innovation #technology #praemium #digitalbusiness #advicepractice #advicebusiness #financialadvice

10.01.2022 Praemiums Ben Lester talks to the Lang Cat about our functionality that uses artificial intelligence to deliver highly valuable client insights for advisers https://bit.ly/36P0Vva #praemium #artificialintelligence #ai #machinelearning #datascience #bigdata #advisers #investorinsights #financialadviser

09.01.2022 Our research partner Sustainalytics discusses their latest thematic report, 10 key ESG trends for 2020. Which looks at areas that are underdeveloped and offering the potential for upside investment returns. From 5G to slow fashion it offers some great insights for those interested in ethical investing. #praemium #investmentleaders #esg #thematicinvesting #investment #sustainalytics #10for2020

09.01.2022 Huge congratulations to our own Nadine Irons who has been shortlisted for Woman of the Year in Platforms at the Professional Adviser 2020 Women in Financial Advice Awards. You're a winner to us! https://bit.ly/3fmfIl3

08.01.2022 So are managed accounts really only for HNW investors? Praemium's Martin Morris looks at whether clients of any size can benefit from a managed account approach. https://bit.ly/30y2ISB #managedaccounts #advisers #financialplanning #praemium #welcometotheupgrade #thoughtleadership

05.01.2022 Praemium takes great pride in our customer service and regularly ask for client feedback. This one was too good not to share. Great recognition Matt. Were lucky to have you on Team Praemium. #customerservice #professionalservice #clientservices #customerserviceexcellence #clientexperience #clientcentric #praemium #choosematt #mrreliable

04.01.2022 Are you managing your clients’ assets on multiple platforms? There is another way. The Platform of Everything. Every client. Every investment asset. Every kind of advice business. One innovative platform. Check out our latest video. #praemium #welcometotheupgrade #platform #advice #financialplanning #theplatformofeverything #investmentassets #clients https://lnkd.in/gaDFJFt

04.01.2022 Check out the Managed Account feature in the latest edition of Financial Standard some great insights from managed account industry experts including our own Mat Walker. https://bit.ly/3oC8myo

04.01.2022 We're so happy to have won Digital Campaign of the Year at the Financial Standard MAX Awards. Thanks to everyone who supported and voted for us. We're thrilled our new brand is having such a great impact! Congratulations to all the other winners and finalists. #FSmax #welcometotheupgrade #praemium #digitalmarketing

04.01.2022 Praemium's webinar 'The real impact of managed accounts' is now available online. Offering some great insights into how advice practices who use managed accounts are performing compared to their peers. https://bit.ly/3aDBRIH #managedaccounts #praemium #adviser #advicepractices #financialplanning #businessefficiency #clientengagement #clientretention #businessproductivity

03.01.2022 Join our webinar next week where we discuss the latest research on how advisers are managing client assets on & off-platform, what advisers are looking for to manage more of their clients on a single platform & how the 'platform gap' impacts profitability. Register today. https://bit.ly/3mcivjn #praemium #platforms #adviser #webinar #adviserresearch #education

03.01.2022 Praemium's Damian Cilmi talks to Australian Ethical Investment's Stuart Palmer about the ethical investment landscape & upcoming ethical themes including modern slavery, artificial intelligence, agriculture and data privacy. Some great insights in this video. The full podcast is also available on http://bit.ly/2IRV0uc

02.01.2022 Recent months have highlighted a very important benefit of managed accounts the ability to respond quickly to market volatility. Praemium's Damian Cilmi talks about recent platform activity and how trading in a managed account can help to mitigate risk and preserve clients portfolio values. https://bit.ly/3fTPc1c

02.01.2022 Praemium's Damian Cilmi talks to Financial Standard about the ESG landscape and the solutions Praemium offers investors looking to align their investments to their ethical considerations. https://bit.ly/2VvDOAI #esg #ethicalinvesting # #responsibleinvesting #sustainableinvestments #sustainableinvesting #sustainableinvestment #responsibleinvestment #impactinvesting

02.01.2022 Join Damian Cilmi for an educational ESG webinar with leading ethical managers Australian Ethical & QS Investors, LLC. The session will discuss different screening processes, shades of green in ethical investment & what they mean & how to assess & evaluate strategies to help you align your clients' investments with their values. Register today https://bit.ly/2VEKqhb #esginvesting #ethicalinvesting #adviser #educational #webinar #screeningprocess #australiaethical #qsinvestors #leggmason #praemium

02.01.2022 As Melbourne starts Stage 4 lockdown our thoughts are with all our clients and partners who are impacted. The Praemium team have got this, weve been operating 100% remotely since March, in what has been a seamless transition for our business. Our processes, systems and virtual teams are firmly in place to ensure we continue to offer our clients the support they need during this time. Find out more about how weve been supporting our clients remotely. https://bit.ly/2UI1Id0 #praemium #remoteworkforce #covid19lockdown #clientsfirst #advisers

01.01.2022 Praemium's Damian Cilmi talks to Marco Sepulveda from leading ESG research house Sustainalytics about their research process, how the negative screening process works and how Praemium will be utilising their research for their new customisation screening functionality. The new functionality covers 9 criteria for advisers to screen client portfolios quickly and efficiently.