All your clients' investments in one place
Your modern, intuitive and own-branded client portal. Available anywhere with an internet connection and on any device, you can now provide 24/7 access for your clients to view all their assets across all accounts and in multiple currencies (GBP, USD, AUD and EUR), including non-managed assets like property and art.
Painless and accurate valuations
Give your clients access to historical performance, portfolio valuations and the ability to drill down into their holdings. And Praemium’s suite of integrated data feeds ensures more time for you and more engagement for your clients.
Powerful adviser-client shared experience
You and your clients are always on the same page. You can log in at the same time as your client and view exactly what they see, including valuations, performance, and underlying holdings.
It’s your brand, it deserves to be seen. We’ll implement your corporate colours and logo throughout so your clients understand that you are providing them with your own portal.