The Forrester WaveTM: Digital Wealth Management Platforms, Q1 2020

by Prometeia | Best Practice

Prometeia has been identified as a leader in Digital Wealth Management Platforms by independent research firm Forrester in its Forrester WaveTM: Digital Wealth Management Platforms, Q1 2020. 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.

About Prometeia

Prometeia’s mission is to cultivate unique expertise, so that we can grow alongside our clients over the long term, together envisaging highly ambitious goals and devising the best ways to achieve them. To this end, we have created a workplace where our experts, as one, are constantly inspired – innovators in both thought and action, and entrepreneurs in spirit. The future belongs to those who are able to transform the present.

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