Celent, a leading research and consulting firm focused on the application of information technology in the global financial service industry, has awarded Prometeia the XCelent Technology and XCelent Customer Base awards in their 2016 European wealth management front office vendor evaluation.
Prometeia’sPFTPro® Enterprise Wealth Management Platform scored highly across all dimensions of Celent’s analysis, confirming its position as a leading advisory solution in the European market.
It is the second time in a row that Prometeia’s technological leadership has been acknowledged by Celent, recognizing the platform’s superior customization,integration and deployment capabilities, and its capacity to supportadvisory processes across a multitude ofchannels.
Furthermore, PFTPro®’s ability to cater to different customer segments (from mass to ultra-high net worth individuals) and client types (retail banks, private banks, financial advisors, family offices and insurance companies) contributed to its XCelent Customer Base award.
About XCelent awards
Celent’s“European Wealth Management Technology Vendors: Evaluating Front OfficePlatform Vendors” is a periodic report which defines who the leading front office vendors in the European wealth management market are, how do the leading vendors compare in key areas and what the outlook for the front officevendor landscape is. The report includes Celent’s proprietary ABCD vendor view, used to compare and contrast vendors in a given market, and showing at a glance the relative position of vendors in: A. Advanced Technology, B. Breadth ofFunctionality, C. Customer Base, D. Depth of Client Services. The top-scoring vendor in each of the four categories receives an XCelent award.
Prometeia, a leader in Wealth Management and Risk Management consulting and software solutions, develops PFTPro® Suite, a sophisticated, fully compliant, highly flexible enterprise platform supporting the entire advisory delivery process including portfolio management, client management, financial and non-financial wealth planning, proposal generation, reporting and commercial planning. PFTPro®Suite underlies the wealth management operations of many leading banks, asset managers and networks of financial advisors, improving the performance and value proposition of tens of thousands of relationship managers every day.