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Prometeia named as a leader among Digital WM Platforms by leading independent research firm

Prometeia has been named as a leader in Digital Wealth Management Platforms by independent research firm Forrester in The Forrester WaveTM: Digital Wealth Management Platforms, Q1 2022 report.
The report identifies and evaluates the 12 most significant Digital Wealth Management Platform providers. According to the Forrester report, “(…) firms are looking to leading digital wealth management platforms (DWMPs) that offer extensive capabilities across the entire investor lifecycle.”
In this respect, “digital wealth management platform customers should look for providers that:
• Leverage data and analytics to enhance the investor and advisor experience;
• Offer broad access to innovative fintech solutions…[and]
• Communicate a compelling vision that focuses on innovation.”

Prometeia’s PFTPro Suite of tools and analytics for advisory received the highest possible scores in 8 of the evaluation criteria.

According to The Forrester WaveTM, “Prometeia differentiates with its business capabilities, data, and analytics offerings. Prometeia excels in its ability to solve current wealth management challenges. Its long history and rapid growth in Europe have led to innovations, especially in ESG data and analytics. (…) Prometeia has a strong execution roadmap, and its planned enhancements are grounded in client input and focused on sustainability, AI, and SaaS.”

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 in sustainable/ESG service models, artificial intelligence for wealth, crypto-asset analysis and improved client experience across all touchpoints, including augmented reality for private banking.

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