Prometeia’s PFTPro was named a leader among Digital Wealth Management Platforms by a leading independent research firm

7 April 2020

We’re thrilled to announce that PFTPro, our wealth management digital platform, has been named a market leader in the latest Forrester WaveTM: Digital Wealth Management Platforms, Q1 2020.

The independent research firm has evaluated the 13 most important providers of Digital Wealth Management platforms and how they stack up in terms of strategy and offering. Prometeia received the highest possible score in 14 evaluation criteria and scored highest in the current offering category.

According to the 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,” says Sebastiano Mazzoni Perelli, Head of Wealth and Asset Management at Prometeia.

We are pleased to share the Forrester WaveTM with you. Visit our website: https://www.prometeia.it/en/news/forrester-wave-digital-wealth-management-platforms-q1-2020

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