In Spain, Prometeia offers two platforms — Digital Wealth Management Platform and Asset Management Insights (AMI) — supported by specialized consulting services.
Through its Digital Wealth Management Platform, Prometeia helps banks and advisory networks provide advanced, personalized, and fully compliant advice in a scalable manner. The solution is based on a modular and composable architecture (API) : it can be deployed as a comprehensive front-office platform or incorporated in modules —integrating with existing systems—to meet specific needs (from profiling and suitability to portfolio construction, monitoring, and rebalancing). Furthermore, it incorporates AI capabilities—including generative AI integrated into the advisor's workflow— to accelerate analysis, enrich the explanation and presentation of proposals to clients, and identify opportunities contextually.
Asset Management Insights (AMI) is Prometeia's SaaS market intelligence platform, designed to help asset managers, distributors, and fund selection teams transform data into actionable insights. Combining information from leading providers with proprietary analytics and ESG metrics, AMI supports market analysis, benchmarking, fundraising tracking, and strategic decision-making in institutional, retail, and private markets.
Together, these solutions transform data into applied intelligence and accelerate value creation throughout the advisory and asset management lifecycle, also relying on Prometeia's data services , which provide data and feeds ready for integration into processes and platforms.
AI, technology and the evolution of financial advice
As Martin Skup, Associate Partner of Prometeia , highlighted during the Madrid Investor Networking Day (MIND) , Prometeia's solutions are supported by a solid academic and quantitative foundation, developed over more than 50 years.
Technology plays a key role in helping advisors and private bankers efficiently and consistently reconcile diverse demands: client objectives , institution priorities, and regulatory requirements. In this context, artificial intelligence—and generative AI in particular—enhances the user experience of advisory workflows by helping to build a clear and compelling portfolio narrative for the client, generate personalized proposals, and identify opportunities within the advisor's client portfolio.
Prometeia's approach focuses on applying AI where it provides tangible value: greater efficiency in the front office , without losing focus on higher-value customer interactions.
MIND 2025 | Interview with Martin Skup, Associate Partner at Prometeia
Participation in the Spanish Wealth and Asset Management ecosystem
In line with our growth in Spain , Portugal , and Andorra , we have recently strengthened our presence with the addition of a local management team. This initiative reflects Prometeia's commitment to continue supporting financial institutions in the region with advanced technology and advisory solutions, helping them address the challenges and capitalize on the opportunities transforming the wealth and asset management sector.
Furthermore, Prometeia actively participates in the Spanish Wealth and Asset Management ecosystem through a combination of industry forums , collaborations with strategic partners , and our own sessions focused on real-world use cases. In addition to our presence at leading events such as Revolution Banking and the Madrid Investor Networking Day (MIND) , we are promoting discussion forums and practical workshops with local stakeholders to delve deeper into digital advice, data-driven portfolio management, and the integration of AI into processes.
In 2026, these initiatives are combining market insights and applied demonstrations , addressing everything from optimizing the advisory process to using advanced analytics in funds and portfolios. Throughout the year, we will be sharing updates on upcoming initiatives and collaborations in Spain.
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