PPSPraemium
About Praemium
Praemium (ASX:PPS) is a leading provider of wealth management software and services. The company's operations are focused on providing its clients with the tools and services they need to help their clients achieve their financial goals. Praemium's products and services include an investment platform, financial planning software, managed accounts, superannuation administration, retirement planning services, and investment advice. Praemium is currently working on a number of projects to expand its business and improve its customer experience. The company is developing new digital platforms to make it easier for clients to access its services, and is also expanding its range of investment products and services.
What is PPS known for?
Snapshot
Public AU
Ownership
2001
Year founded
345
Employees
Victoria, Australia
Head office
1 of 545
AU Rank
Unknown
Sector
N/A
Sector rank
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Operations
All Locations
Australia
Produtos e/ou serviços de Praemium
- Investment platform: Praemium's investment platform provides financial advisers with a single platform to manage all aspects of their clients' investment portfolios. The platform offers a wide range of investment products and services, including brokerage, managed accounts, and superannuation administration.
- Financial planning software: Praemium's financial planning software helps financial advisers to create and manage financial plans for their clients. The software provides a range of features, such as goal setting, cash flow forecasting, and retirement planning.
- Managed accounts: Praemium's managed accounts service provides financial advisers with a way to outsource the investment management of their clients' portfolios. The service offers a range of managed account strategies, which are managed by experienced investment professionals.
- Superannuation administration: Praemium's superannuation administration service provides financial advisers with a way to outsource the administration of their clients' superannuation accounts. The service offers a range of features, such as contribution processing, investment allocation, and reporting.
- Retirement planning services: Praemium's retirement planning services help financial advisers to develop retirement plans for their clients. The service includes a range of features, such as retirement income planning, asset allocation, and estate planning.
- Investment advice: Praemium's investment advice service provides financial advisers with access to investment advice from experienced investment professionals. The service offers a range of advice options, including strategic advice, portfolio reviews, and trade recommendations.
equipe executiva do Praemium
- 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