Prometeia Wealth Management
Modular front office platform providing advanced, compliant wealth management and advisory services.
Overview
Prometeia Wealth Management offers a modular and omnichannel front office platform designed to support the entire wealth management and investment advisory process. The platform can be deployed as SaaS, on-premise, or hybrid and integrates with existing workflows or can be used as a complete end-to-end solution.
The platform includes analytical engines and APIs that can be adopted individually or combined to enhance internal development or existing systems. It supports holistic 360° advisory by providing a comprehensive view of client assets including financial investments, real estate, and business properties to aid detailed family lifecycle planning.
Additional features include robo-advisory capabilities for automated, compliant investment proposals and portfolio management, commercial planning and budgeting tools, generative AI for front office efficiency, and compliance with regulations such as MiFID II, FinSA, PRIIPs, and IDD. The platform also offers portfolio analysis with advanced KPIs, ESG alignment, and client profiling to ensure regulatory adherence and personalized advice.
Key Features
- + Modular front office platform supporting full advisory and investment process
- + Analytical engines and APIs for integration and internal development
- + Holistic 360° client asset and lifecycle planning
- + Robo-advisory for automated, compliant portfolio management
- + Commercial planning and budgeting tools
- + Generative AI to enhance front office efficiency and client service
- + Compliance with MiFID II, FinSA, PRIIPs, IDD regulations
- + Advanced portfolio analysis with KPIs, risk metrics, ESG and compliance indicators