The Forrester WaveTM: Digital Wealth Management Platforms, Q1 2020

07 Apr 2020
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Date submitted
07 Apr 2020
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Best practice
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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.
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