Praemium
Curated by SignalWealth management software suite optimizing services for high-net-worth investors.
Overview
Praemium is a company that offers a wealth management software suite aimed at improving operational efficiency for wealth managers and financial advisors. The platform includes features such as customer relationship management (CRM), portfolio management, performance reporting, and financial planning, with enhancements from artificial intelligence (AI) and machine learning for predictive analytics. The company targets high-net-worth investors in Australia and provides access to international stock markets and alternative assets, as well as reporting and tax advice. The platform includes compliance features and secure data aggregation to support client engagement. Praemium collaborates with Euroz Hartleys to meet the complex requirements of affluent clients, providing a comprehensive view and tailored services through its technology and application programming interfaces (APIs).
Key facts
- Founded
- 2001
- Headquarters
- Saint Helier, Jersey
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 7 products and services
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Contact
- Primary office
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- Phone
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Open roles
30 rolesWealth Platform Client Support - Investments
Melbourne, Victoria, Australia · On-site · Internship
Data Management Lead
Melbourne, Victoria, Australia · On-site · Internship
Superannuation Specialist (Training & Development)
Melbourne, Victoria, Australia · On-site · Volunteer
