The Forrester Wave™: Digital Wealth Management Platforms, Q1 2020

Prometeia was named a leader among the vendors that matter most in Digital Wealth Management

Prometeia has been identified as a leader in Digital Wealth Management Platforms by independent research firm Forrester in its Forrester Wave™: Digital Wealth Management Platforms, Q1 2020.According to the report, decision makers should seek Digital Wealth Management Platform (DWMP) providers able to:

  • Integrate business capabilities and channels to work together seamlessly;
  • Differentiate the CX and leverage AI, data, and analytics;
  • Communicate a compelling vision, along with product roadmaps.

PFTPro, Prometeia’s wealth management solution, received the highest possible score in 14 of the evaluation criteria and was top-rated in the current offering category.


According to the Forrester report, Prometeia has designed a platform that differentiates with its ability to solve wealth management-specific challenges, such as wealth cash flow projections, risk management analysis, tax planning, intelligent product picking and understanding client behavior.

PFTPro Suite’s strengths include AI/machine learning and advanced analytics that reduce the cost to provide wealth management services to the affluent and mass affluent customer segments.

We at Prometeia think that PFTPro’s positioning in the Wave is a result of our longstanding commitment to R&D, which has produced groundbreaking innovations like Robo(4)Advisory for investment idea distribution and reduced cost-to-serve, protection needs analysis for an advisory approach to insurance, and improved client experience across all touch points.

For a complete overview of the vendor landscape, download the full Forrester Wave™ report by clicking on the button below.

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