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Praemium Ltd
Praemium Ltd. is engaged in the business of providing investment portfolio technology for portfolio management services. The company is headquartered in Melbourne, Victoria. The company went IPO on 2006-05-11. The firm's segments are Australia, the United Kingdom and Asia. The company operates a next generation integrated Managed Accounts Platform, which provides advisers and wealth managers with the capabilities to construct managed accounts solutions for its clients through a seamless digital platform experience. The integrated platform includes: the custodial Separately Managed Accounts (SMA) and Individually Managed Accounts (IMA); non-custodial Virtual Managed Accounts (VMA) to underpin Managed Discretionary Accounts (MDA), Investor Directed Portfolio Services (IDPS), and Unified Managed Accounts (UMAs) that enable a consolidated view of custody and non-custody investment assets.
Praemium Ltd. is engaged in the business of providing investment portfolio technology for portfolio management services. The company is headquartered in Melbourne, Victoria. The company went IPO on 2006-05-11. The firm's segments are Australia, the United Kingdom and Asia. The company operates a next generation integrated Managed Accounts Platform, which provides advisers and wealth managers with the capabilities to construct managed accounts solutions for its clients through a seamless digital platform experience. The integrated platform includes: the custodial Separately Managed Accounts (SMA) and Individually Managed Accounts (IMA); non-custodial Virtual Managed Accounts (VMA) to underpin Managed Discretionary Accounts (MDA), Investor Directed Portfolio Services (IDPS), and Unified Managed Accounts (UMAs) that enable a consolidated view of custody and non-custody investment assets.
Platform Growth: Praemium’s platform business reached $30.1 billion in funds under administration (FUA) with net inflows of $364 million for the quarter.
Spectrum Launch: The new Spectrum product surpassed $0.5 billion in FUA, generating strong interest from advisers and clients, with management optimistic about future growth.
OneVue Integration: Significant progress was made on completing the OneVue integration, with the transition expected to finish within set timeframes and budgets.
Service Excellence: Praemium launched new adviser onboarding processes and service quality initiatives, including the rollout of an AI-driven pilot for quality assurance.
Market Position: Praemium remains the market leader for non-custodial administration, while its platform business ranks seventh or eighth in the market.
Guidance on Outflows: Outflows from Powerwrap’s departed advisers are declining, and OneVue’s FUA is expected to trend toward $3 billion as clients migrate.
Synergy Targets: Praemium remains confident in achieving $3 million in synergies from the OneVue integration, even with anticipated FUA declines.
