The wealth management business is in a period of transition, with shifting regulatory landscapes, increasing competition and clients demanding ever more sophisticated, innovative services for less, innovation and adaptability are becoming essential parts of every institution's business plan. Prometeia can help you create value for your clients, lower your cost to serve and deliver sophisticated, personalized and compliant services across clients' preferred channels, while exploiting all possible opportunities for automation.
PFTPro® is a modular wealth management front office software suite designed to support the entire investment process. The platform is composed of independent, but tightly integrated modules, which can be freely combined into bespoke solutions or incorporated individually into existing processes. The platform is able to provide the sophistication appropriate for HNWIs, while allowing complexity to be hidden and automated to support mass affluent, private and self-service segments across multiple channels.
MS SQL Server
Windows 8 & 8.1