The wealth management industry is no stranger to tough times. Some of the old and new challenges include shifting regulatory landscapes, increasing competition, volatile markets and clients demanding ever more sophisticated & high-tech services for less. For these reasons, embracing technology to boost efficiency and lower costs is becoming an essential part of every institution's business plan. Prometeia can support their transition and help them create value, while lowering the cost to serve and delivering sophisticated, personalized, sustainable, and compliant services across clients' preferred channels, while exploiting all possible opportunities for automation.

Our modular Digital Wealth Management Platform is a front-office software suite designed to support the entire investment advisory process. The Platform is composed of independent, yet tightly integrated modules, which can be freely combined into bespoke solutions or incorporated individually into existing processes. The system offers multiple advisory workflows, such as omnichannel hybrid advisory, which can improve services for offshore or younger investors. The platform provides the sophistication appropriate for HNWIs, while also allowing complexity to be hidden/automated to support mass affluent, private, and self-service segments. This allows our clients to offer multiple service models directed at specific investor segments based on the institution’s corporate strategy and business plan. Prometeia’s extensive experience and deep knowledge of the industry ensure that our platform is on the cutting-edge of wealth management.