Praemium
Praemium: Portfolio administration, tax tools and client reporting for advice businesses. Ranked #10 of 17 in Wealth Management by our editors (7.8/10); pricing: Pricing on request; best for advisers managing complex, mixed portfolios.
At a glance
- Editor score7.8 / 10
- PricingPricing on request
- Best forAdvisers managing complex, mixed portfolios
- Portfolio managementYes
- Founded2001 · Melbourne, Australia
- Facts checked24 Sep 2026
Where it wins
- Administers custody and non-custody assets in one platform
- Combines rebalancing with CGT modelling and tax optimisation
- Offers branded reports and a portal for client documents
Where it doesn't
- Pricing requires contacting sales
- Available platform is web only
- Capabilities may exceed the needs of simpler portfolio practices
Our verdict on Praemium
Praemium brings investment administration, portfolio reporting and digital client experiences together for financial advisers, private wealth firms and high-net-worth investors. Its focus on custody and non-custody assets, managed accounts and complex portfolios makes it relevant to advice businesses that need consolidated administration and tax tools rather than a narrow investment tracker. The platform is cloud-deployed and available on web. Its listed company-size fit spans small, mid-market and enterprise organisations.
Portfolio workflows cover cash flow and transaction management, automated rebalancing, and reporting on performance, allocation and tax. Advisers can configure and brand reports, while the Digital Investor Portal gives clients access to portfolio information and documents. CGT modelling and tax optimisation are notable for firms managing tax-sensitive portfolios; ESG filters and portfolio customisations add scope for tailoring. Data feeds connect with custodians, fund managers and adviser technology, and named integrations include Xero, Class, BGL and IRESS. This breadth may suit firms consolidating varied holdings, but practices seeking only basic portfolio visibility may find the range more than they need.
Praemium uses a contact-sales pricing model, so prospective buyers need to speak with the vendor rather than compare published subscription tiers. Phone and email are listed support channels. The product is a stronger fit for advisers who value custody and non-custody administration, tax reporting and a client-facing portal in the same system. Firms prioritising transparent upfront pricing, or those that require a platform beyond web access, should weigh that fit carefully before choosing it.
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Praemium pricing
Praemium fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Portfolio management | Yes |
| Financial planning | Not verified |
| Client portal | Yes |
| Portfolio reporting | Yes |
| Custodian integrations | Yes |
| Mobile access | Yes |
| Deployment | Cloud |
| Platforms | Web |
| Support | Phone, Email |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 4 integrations: Xero, Class, BGL, IRESS See all → |
| Pricing | Pricing on request |
| Website | praemium.com |
| Facts checked | 24 Sep 2026 |
Praemium integrations
Praemium lists 4 integrations on its own site.
- Xero
- Class
- BGL
- IRESS
See all Praemium integrations →
Alternatives to Praemium
- Temenos Wealth Front OfficeA broad wealth front-office system for banks managing portfolios, risk and trading workflows.9.1
- AddeparA portfolio platform for firms that need public- and private-asset analysis in one view.8.8
- AdvyzonA broad portfolio-operations suite for advisory firms that need trading and client tools.8.7
See all Praemium alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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