Tech highlight - Praemium
03/01/2012 by Carinne FoongFor the past two years we have been using Praemium, a portfolio admin service, which allows us to efficiently and accurately process a client's portfolio for year end tax purposes.
Key advantages include:
- fully automated corporate actions to handle situations such as demergers and consolidations
- automatic broker feeds and upload function to record buys and sells efficiently
Praemium has another online feature, V Wrap Investor, which allows access to reports and graphs of:
- daily trade info
- portfolio performance
- performance for any listed security
- estimated dividends/distributions
- market activity showing top twenty upward moving securities
- broker trades analysis by security
If you have a portfolio already set up with us, it is free to access once we have given you a log in. Watchlists and alerts can also be set up.
So please feel free to contact us if this interests you.