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Praemium UK Ltd

Adviser - Quick Start User Guide

December 2014

of 13 Praemium UK Ltd – Quick Start User Guide – v14.11

Contents

Part 1 – Logging in ...............................................................................................................................................................................3

Part 2 – Navigation............................................................................................................................................................................. 4

Part 3 – Providing your clients with online access to view their account(s) ........................................................................ 7

Create a User .............................................................................................................................................................................................................................. 7

Adding roles to the user ......................................................................................................................................................................................................... 7

Linking the Investor to their Account(s) ............................................................................................................................................................................. 8

Part 4 – Reports and Printing Reports ......................................................................................................................................... 10

Single Account ......................................................................................................................................................................................................................... 10

Multiple Accounts ................................................................................................................................................................................................................... 10

Performance reporting ........................................................................................................................................................................................................... 11

Part 5 – Income .................................................................................................................................................................................. 12

Part 6 – Transactions ......................................................................................................................................................................... 12

Part 7 – Support Details ................................................................................................................................................................... 13


Part 1 – Logging in

To access your platform you must log in via your secure site using the ‘Login’ button on your firm’s Landing

Page. You can also login via www.praemium.co.uk.

As part of the setup of the service, you will receive an e-mail from the Praemium Team with your User ID and

temporary password. Once these are received you will be able to access the platform.

The first time you log in you will be asked to change your password. This password will give you access to your

clients’ accounts so it is important that you keep it safe and not share it with anyone. Your password should be

at least six characters and contain one uppercase letter, at least one number, one special character (e.g. !”£$%-)

and should not be easy to guess.

http://www.praemium.co.uk/

http://www.praemium.co.uk/wp-content/uploads/Resetting-your-password.pdf


Part 2 – Navigation

Once logged in, you will be taken to the ‘Adviser Dashboard’. The dashboard shows you several graphical

representations of your accounts on the platform. This includes the Total Funds Under Management (FUM),

Portfolio Summary (showing the number of active accounts and the average value), any draft accounts that are

awaiting cash receipt, FUM Analysis and other useful analysis of your service. An example of this can be seen

below:

Once logged in, you will see the accounts you have access to on the ‘Home’ screen. You will be able to view

any accounts you (or your firm) have created.


Once an account is selected from the left hand side of the screen, click on Menu (top left of the home screen) for

a list of options. The menu bar will now slide into the screen from the left hand side.

You can then select the relevant option from the side menu. Items indicated with an ‘>’ have additional options

to choose from and when selected another layer of the menu will slide into the screen from the left hand side.

To move back to the previous menu select the ‘BACK’ option from the menu bar.

You can also hover over ‘Quick Links’ on the information bar to jump straight to some of the most commonly

used screens.


When an account is selected this will be displayed on the information bar at the top of every page. If you hover

your cursor over this section of the information bar you will see a selection of relevant information relating to

the account.

From any screen you can change the account that is selected without having to return to the ‘Home’ screen

simply by typing the account ID number in the ‘Select Account’ box in the top right hand corner of the screen.

You can search for any accounts that contain any or all characters from an account ID or name by typing them

in the search field. If you select the dropdown arrow from this field you will be able to search using more criteria

such as account status or minimum market value (administrators can also search by account owner).


Part 3 – Providing your clients with online access to view their account(s)

You or your administrator can provide your clients with ‘read only’ access to their account(s).

Create a User

Go to Menu > Account > Access > Create New/Update User.

On the screen that displays click Add new.

The following pop-up screen appears:

Enter the client’s name in the User Name field.

Enter the Phone Number you have on record for your client.

Enter the client’s Email address.

Enter an appropriate email address for the password to be sent to (your email address if you wish to test

the login before allowing the client to have access) and click Add Record.

When you click Add Record the password will automatically be sent to the e-mail address provided in the Send

Email To field.

Adding roles to the user

Now that you have created a User for your client, you will need to add an investor role in the appropriate service

and currency. To do this, click on Manage Roles as shown below.


The following screen will then appear:

Click Add New and you will be asked for more details.

Once you have entered all the essential information, click Add Record. Note that the Adviser Code refers to the

relevant adviser of this client.

Linking the Investor to their Account(s)

To link an investor to their account, select the account you wish the client to access from the main screen and

then:

Go to Menu > Account > Access > Link User to Account.

The following screen displays, which shows current user access to the selected account:


Click Add Portfolio Link

The following screen appears:

Select the Role of the user you wish to add from the drop-down i.e. Investor.

Select the relevant client from the Name drop-down.

Set the ‘Access Level’ as Read Access.

Click Save. The screen redisplays with the new User and their access details.

Now when the User logs in they will see those accounts that have been linked to their User ID.

At the client’s request, additional users (such as the client’s accountant, financial adviser etc.) can also be given

access to the account. In these cases they will need to be set up as an ‘investor’ type user by following the

above steps.

The User access can be altered at any time by the owner of the account. Click Edit against the required User

and change the details in the screen that displays.


Part 4 – Reports and Printing Reports

There are two methods for printing report packs:

Single Account

To print a report pack, go to Menu > Report Builder on the Navigation Bar. The following screen will be

displayed:

1. Enter the account code or account name and your desired date ranges.

2. Select the reports you wish to include in the pack by ticking the box next to the desired report type.

3. Click Run and a pdf document will be downloaded to your computer.

Multiple Accounts

Producing regular report packs for clients is a notoriously time-consuming task. In order to assist you to

produce the report packs more easily we have developed a Report Builder tool which allows you to create

multiple client reports at the same time.

This new feature allows you to:

Create standard template report packs

Filter client accounts by Product type

Include a branded cover sheet

Run reports easily for various time periods

For all the information you need to use this feature please refer to our Report Builder User Guide.

1

2

3

http://www.praemium.co.uk/wp-content/uploads/reportbuilder_userguide_July2014.pdf


Performance reporting

This measures the performance of the account between two selected periods at summary level (including

contributions paid during this period and less any fees). To access the Performance Summary screen go to

Menu > Account > Performance > Summary. Enter your desired start and end dates and click Recalculate.

The performance information will then redisplay for the chosen date range.

If you wish to calculate the performance from inception and are unsure of the correct date, enter a start date

before the account was created (e.g. 01/01/2004) and click Recalculate. The system will calculate the correct

starting date of the account.

Opening Market Value at XX/XX/XXX: The Account Valuation as at the end of business the day before

your selected ‘From Date’.

Income Received: The total income received for the period.

Net Capital Inflow: The net amount of capital that has come in or out of the account.

Closing Market Value at XX/XX/XXXX: The Account Valuation as at the end of business on the selected

‘To Date’.

Gross Gain/(Loss) for Period: Equals Opening Market Value - Closing Market Value - Net Capital

Inflow.

Net Gain/(Loss): Gross Gain/(Loss) for Period + Tax credits.

Average Market Value: The average account value over the performance period.

Net Performance: Net Gain/(Loss) ÷ Average Market Value.

A more detailed guide to the printed report is included in the ‘Portfolio Performance: Printable Report’

document.

http://www.praemium.co.uk/wp-content/uploads/PortfolioPerformance_dps_Adviser.pdf


Part 5 – Income

The income screen details all income which has been received in an account. All income received is broken

down by the asset it has derived from.

Go to Menu > Account > Income to view.

Part 6 – Transactions

Cash and asset transactions can be viewed individually. The asset transactions screen details every stock

transaction relating to all assets the account holds/has held.

Go to Menu > Account > Transactions > Assets to view. Alternatively, you can access this screen via the

Quick Links dropdown.

The cash transactions screen details every transaction that has taken place in the account.

Go to Menu > Account > Transactions > Cash to view. Alternatively, you can access this screen via the

Quick Links dropdown.


Part 7 – Support Details

For any questions contact Client Services 9am-5pm Monday through Friday.

Praemium UK

Email: [email protected]

Telephone: +44 (0) 207 5622 450

mailto:[email protected]

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