Praemium (ASX: PPS) — Company Overview, News & Financial Data
Praemium offers wealth management software and services, focusing on investment platforms and financial planning solutions.

Praemium
Praemium is an Australian financial technology company providing investment management and portfolio administration software to financial advisers, wealth managers, stockbrokers, and family offices. The company offers a consolidated technology platform that integrates custody and non-custodial investment administration, reporting, and portfolio management. Its technology enables financial professionals to manage complex wealth portfolios comprising listed equities, managed accounts, unlisted investments, alternative assets, and retirement funds. Praemium supports advisers with portfolio rebalancing, tax optimization tools, regulatory reporting, and client portals, facilitating consolidated reporting across multiple asset classes and investment structures for high-net-worth clients and financial advice firms.
Snapshot
Operations
Products and/or services of Praemium
- Portfolio Administration Services: Integrated custody and non-custodial investment administration software that enables financial advisers to process transactions, manage corporate actions, execute trade rebalancing, and maintain audit trails across retail and wholesale investment accounts.
- Separately Managed Accounts Platform: Investment technology facilitating model portfolio administration, direct share ownership, and discretionary fund management with automated rebalancing and customized asset allocation capabilities for wealth management institutions, private banks, and financial advisory practices.
- Comprehensive Wealth Reporting: Data aggregation and reporting engines delivering consolidated investment performance tracking, tax optimization calculations, capital gains tax reporting, fee disclosures, and asset valuation across liquid and illiquid holdings for high-net-worth clients.
- Superannuation Solutions: Dedicated retirement account administration infrastructure supporting personal superannuation, employer accounts, self-managed superannuation fund integrations, pension phase management, tax reporting, and regulatory compliance for Australian superannuation members and advice trustees.
- Full Service Portfolio Administration Support: Specialized back-office administration handling manual asset holding verification, paper-based unit trust registries, off-market transfers, dividend processing, and alternative investment tracking for financial planning groups and family offices.
- Client Digital Portals and Workflow Integration: Digital interface applications and application programming interfaces delivering real-time asset transparency, document management, financial advice tool integration, and secure communication channels between financial advisers and retail investors.
Praemium executive team
- Mr. Anthony Stewart Wamsteker BEc, SF FinCEO, MD & Executive Director
- Ms. Emmalene StepcicChief Financial Officer
- Mr. James EdmondsChief Operating Officer
- Mr. Richard LargeChief Technology Officer
- Ms. Lorna StewartChief Risk, Compliance & People Officer
- Mr. Denis OrrockChief Strategy Officer
- Mr. Mark Andrew Licciardo B Bus (Acc), FCIS, FGIA, GAICD, GradDip CSPCompany Secretary