Adviser guide to Investor Portal
Investor Portal offers your clients a window to their portfolio. 
  • Up-to-date: Investor Portal provides an aggregated view of your client’s wealth; information at their fingertips.
  • Mobile: Investor Portal is fast and works on almost any device, to go wherever you go.
  • Engaging: Investor Portal has simple, interactive screens that present compelling, graphical visualisations.
To see what it can do, we recommend you take the tour...

Frequently Asked Questions

How much does it cost?

Investor Portal is free for all Praemium clients. All level one investors are able to login and view the accounts that are linked to their user ID.

Can we brand Investor Portal using  our own colours and logo?

To help increase brand recognition with your clients, you can include your own logo in Investor Portal. There are a number of colours that you can change to suit your logon and company colour scheme. Refer to our branding guidelines for more information.

How do I know what my investors are seeing in Investor Portal?

Investor Portal is designed for your investors. When you log in to Investor Portal, you do not see a list of the portfolios you manage; rather you see a list of your investors. By clicking on one of those investors, you can see exactly what they see when they log in to Investor Portal.

Where does the data come from?

The data used to populate your investor's Investor Portal accounts is maintained in your Praemium portfolio administration platform. If you add an asset to a portfolio in Praemium, you will see that asset, and its corresponding impact on the portfolio's valuation, within Investor Portal.

Does it include all of my client's assets?

If the data is in a portfolio within your Praemium administration platform, and that portfolio is linked to your investor's user ID, then you and your investors will be able to see it in Investor Portal.

How frequently is the data refreshed?

Investor Portal data is refreshed (that is, synced to Praemium portfolios) twice a day. If you have made changes to a portfolio that is not visible in Investor Portal, you can manually refresh the data at any time.

Adviser Guide to Investor Portal

This quick reference PDF provides you with more information on how to use Investor Portal. It covers such procedures as:
  • logging in 
  • providing access to your clients
  • viewing your client's data
  • updating your contact details
And it provides a long list of answers to the questions you might have about Investor Portal.

Client Guide to Investor Portal

This is a handy guide you can provide to your clients. It has instructions on how they can:
  • log in to Investor Portal
  • view more than one account
  • view valuations, assets and performance
  • see your contact details.
It also provides the answers to the most common questions they will have about this product.

Training

Register for a free training webinar where we explain how to use Investor Portal in more detail.

More information

We welcome your feedback. You can contact a client services representative on 03 8622 1222 or email us if you would like more information on using Investor Portal or providing it to your clients.