Scope
by Praemium · Wealth and investment platforms · Melbourne, VIC, Australia
Consolidated reporting across custody and non-custody assets.
What Scope is used for
- Consolidated reporting across non-custody assets
- Tax and administration automation
- Connect bank and broker data
- Track corporate actions across securities
- Produce personalised client reports
Who Scope is for
- Wealth and investment managers
About Praemium
Managed accounts and investment administration platform (Spectrum, Scope) for advisers and wealth managers.
Praemium in the vendor registry: its products, features and similar vendors.
Also by Praemium
- Praemium SMA: Separately managed accounts with direct asset ownership.
- Spectrum: Flagship platform for complex, high net worth advice.
- Praemium Super: Superannuation and retirement solution.
More in this category: Wealth management and investment platforms.
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