Reports

Praemium reports suite

“Praemium’s reporting is very good, arguably the best.”
Lonsec Research

Advisers, accountants and administrators the world over use our comprehensive reports suite to easily generate and deliver their client reports

Our suite includes:

  • Valuation and asset allocation reports
  • Performance reports
  • Tax reports

Praemium gives you the tools to:

  • Add your branding to any report
  • Limit or tailor access to reports and features
  • Group clients into categories for batch reporting.

Full coverage of investment universe

You have complete flexibility in report generation, and Praemium’s reports are accountant strength. Praemium receives contract notes from all brokers and has unrivalled corporate actions processing:

  • All listed securities
  • Direct ownership of over 100 listed property trusts
  • Over 3,000 international equities.

Report builder

Praemium’s comprehensive reports suite has been used and trusted by advisers, accountants and administrators the world over for more than a decade. With our report builder you can create single reports or multiple report packs with your brand and containing any or all of the following reports:

  • Portfolio valuation
  • Cash movements (including fees, income, and purchases and sales)
  • Corporate actions
  • Transaction history
  • Performance between any dates since inception
  • Asset allocation

Additionally, our finance team produces tax reports annually for UK and US taxpayers.

Contact Praemium

3rd Floor East,
Salisbury House
1-9 Union Street, St Helier
JE2 3RF, Jersey

+44 (0) 1534 765 450