Project Planning Service Ltd. (PPS.R)

Overview

Praemium Limited is a company based in Melbourne, Australia, specialized in delivering a broad range of financial services and solutions across the globe. Established in 2001, the company focuses on offering comprehensive managed accounts platforms, investment management, portfolio administration, and financial planning software both in Australia and internationally. Its services aim to support financial advisers, brokers, and accountants, providing them with the tools needed to efficiently manage their clients' investments and financial plans.

Products and Services

• Managed Accounts Platform: This platform allows advisers and wealth managers to create tailored managed account solutions for their clients. The service facilitates the construction and management of investment portfolios, enhancing the customization and personalization of investment strategies according to specific client needs.
• Virtual Managed Accounts (VMA) and VMA Administration Services: Praemium's VMA offering provides a flexible and comprehensive solution for investment portfolio management. This includes administration services that streamline the process of managing, tracking, and reporting on investments, making the management of diversified portfolios more efficient and less time-consuming for advisors.
• Advice Solutions: A suite of services designed to support the business operations of financial advisors, brokers, and accountants. This includes:
  • Practice Management: Tools and software solutions that help manage the day-to-day operations of financial practices, from client management to business administration.
  • Report Building and Plan Generation: Sophisticated reporting tools and software that enable the generation of detailed financial plans and reports, aiding advisors in the decision-making process.
  • Remuneration: Services that assist with the management of fees, commissions, and other financial remunerations associated with financial advisement.
  • Lead Generation: Tools designed to help financial professionals attract and acquire new clients, expanding their customer base.
  • Client Engagement: Solutions that enable better communication and engagement with clients, ensuring they are kept informed and satisfied with their investment and financial planning decisions.
  • Wealthcraft Services: An additional suite of services and tools specifically tailored to further enhance the advisory and management capabilities of financial professionals.