Supporting you to create the right investment proposition for your business and your clients.
Manage your own portfolios
Create, monitor and update your own models
Select an Investment Manager
Select a professional investment manager(s) to run a range of models for your clients
Use our in-house Investment Manager – Smartim
Create your own white-labelled portfolio service using our extensive range of risk-graded multi-asset portfolios managed by our experienced and proven investment team.
Run your own strategies
With the appropriate regulatory permissions you can create, monitor and update your own models in GBP, USD and EUR, using:
Create models for your high net worth clients.
Quickly monitor, update, tailor or blend online.
- Our Dynamic Modelling technology means all related accounts are automatically updated when you change your model.
- Maintain a history of all your changes for audit and compliance support.
Once established, client accounts can be actively managed by your investment manager
Praemium’s dynamic technology automatically updates all related accounts whenever your Investment Manager makes changes to your models.
See a list of investment partners who currently manage portfolios on behalf of Praemium’s clients.