SMA platform

SMA Platform Technology

Praemium's investment platform is based on Separately Managed Accounts (SMA) technology, the next generation technology for efficient and scalable investment management. An SMA allows wealth managers to implement investment strategy changes across a number of client accounts simultaneously, reducing the administrative burden and ensuring all clients are treated equitably. Now get all the benefits of Praemium SMA in a retail super environment with Praemium SuperSMA. Visit our Resources page for information about the available model portfolios.

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The difference SMA can make for your business

Reduces time spent on administration

  • No need for client permissions when portfolios are updated.
  • All client portfolios are in line and accurate – you don’t need to manage this.

Enables a customised proposition with no extra cost or effort

  • Bring the manager to your clients – insource the services of an experienced investment manager.
  • Change investment managers without any disruption to your clients.
SMA can make a tangible difference to your business

SMA can make a tangible difference to your business

The Praemium difference

All SMA platforms are not created equal! Praemium is the platform of choice because:

  • Praemium’s award-winning technology provides the most accurate and up-to-date valuations available.
  • Praemium’s unique Dynamic Modelling eliminates the need for quarterly rebalancing to bring accounts back into line, thus investors are in line with each other and with their model and there are no unnecessary trading costs.
  • Further, because of Praemium’s aggregated trades we provide one of the lowest industry brokerage rates available.

 

  SMA Managed funds Direct shares
Tax efficient Y X Y
Transparent Y X Y
Lower brokerage costs Y N/A X
Customisable/flexible Y X Y
Access to professional managers Y Y X
Beneficial ownership Y X Y
Lower compliance burden Y Y X
Licensee visibility and control Y Y X

Contact Praemium

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

+44 (0) 1534 765 450