Prometeia has extensive experience in developing the processes and tools that help banks interact and support their clients via relationship managers or self-service investment platforms. As such, Prometeia’s PFTPro exists in the space where the bank meets the customer. Wealth managers are currently in a period of transition with new regulations and customer demands creating significant challenges, but also substantial opportunities. Faced with declining fees and a push towards digitalization; in order to compete, wealth managers must consolidate their institutional service models, reduce costs and provide differentiated services, all while remaining compliant.

PFTPro offers a fully customizable platform that can be adapted to any service model, allowing for the consolidation, automation and standardization of processes that can be governed and monitored centrally by headquarters. These digital transformations lead to improved efficiency at both the corporate and relationship manager levels and ensure service quality for all clients across the network. In addition to the institutional benefits conveyed, PFTPro also provides robust tools for client profiling & onboarding, extensive portfolio analytics, proposal generation & rebalancing and ongoing monitoring & reporting while maintaining full compliance with all European regulation (MiFID II, FIDLEG, PRIIPs, IDD, GDPR, etc.).

Provides value to investors

• Personalization at scale of investment solutions to each investor’s unique situation through the use of AI and proprietary methods and algorithms
• Compliant advisory proposals produced by sophisticated quantitative analysis and optimization
• 360° Global Wealth Advisory – Analysis of all aspects of an investor’s wealth to supplement traditional financial planning, including insurance, real estate, pensions, needs and goals, etc.
• Ongoing monitoring, alerting and rebalancing
• Omni-channel provision of all WM services
• ESG controls and reporting in portfolio analysis

Lowers wealth managers’ cost-to-serve

• Improve relationship manager efficiency though automation, which can be adopted incrementally as desired
• Digitalized self-service and hybrid service models to supplement traditional advisory approaches
• Proactive tracking and alerting to deliver next best actions to advisors and clients
• Governance from HQ guides RMs and clients through the advisory process

Contains portfolio and institutional risk

• Customizable compliance blueprints for MiFID II, FIDLEG, IDD, GDPR, PRIIPS, etc.
• Modular architecture allows for incremental adoption at various levels of automation across multiple segments
• Service-oriented, cloud-native architecture allows for easy integration and scalability up and out