Prometeia understands the challenge of providing investment and insurance products and services in a shifting regulatory landscape, when faced with increasing competition and evolving client expectations. Using its deep industry knowledge, Prometeia helps clients find innovative, pratical solutions to the toughest business problems. Europe’s leading banks, asset managers, insurers and advisor networks turn to Prometeia’s hands-on, specialist wealth and asset management experience and thought leadership when reviewing their strategies, services, processes and compliance frameworks.
The PFTPro® enterprise advisory platform embodies Prometeia's unique WealthTech® approach, uniting advanced methodologies, processes and technology to serve business objectives and client needs. PFTPro®'s modules may be freely combined to deliver specific functionalities, or blended together to guarantee complete coverage of advisory processes and workflows. This approach permits the construction of wealth management solutions that are distinctive, innovative, efficient, fully governable, and able to reconcile commercial objectives with regulatory constraints while improving service quality.
Prometeia was named a leader in the latest Forrester Wave: Digital Wealth Management Platforms report, ranking highest in the current offering category. PFTPro, our digital wealth management platform, received the highest score possible in 14 evaluation criteria
Prometeia has once again been selected for the WealthTech 100, the annual list of the tech pioneers transforming the investment and banking industries
Celebrating a company that is making a real contribution to the efficiency and customer-centricity of the Swiss and Europe wealth industry through successful front-end digital offerings
Prometeia has been selected for the WealthTech 100, the annual list of the 100 world’s most innovative providers of digital solutions having a lasting impact on the wealth and asset management industries.
PFTPro® Wealth Management platform awarded the XCelent Customer Base award by Celent for the 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).
Prometeia’s worldwide network of strategic partnerships and alliances combines the advanced technology of the PFTPro® platform with the consultancy, integration and support services of the foremost wealth and asset management specialists, leaders and innovators experienced in each market. With strong partners, Prometeia’s clients around the globe benefit from end-to-end services catered specifically to local regulations, business needs and the competitive environment.