PFTPro is a front office wealth management platform that transforms the way banks and wealth managers interact with their clients by enabling sophisticated, personalized wealth management services at a lower cost-to-serve. The platform is modular, composed of independent, yet tightly integrated modules, which can be freely combined into bespoke solutions or incorporated individually into existing processes. Automating routine tasks leads to a lower cost-to-serve, while deep regulatory expertise ensures compliance with FIDLEG, MiFID II and other applicable regulations. PFTPro’s service-oriented architecture lends itself to rapid deployment, incremental adoption, extensive customization and easy integration with existing systems. The platform provides the sophistication appropriate for HNWIs, while also allowing complexity to be hidden/automated to support mass affluent, private and self-service segments. This enables our clients to offer multiple service models directed at specific investor segments based on the institution’s corporate strategy, including omni-channel hybrid advisory which can improve engagement with offshore and younger clients.
PFTPro supports the management of over €2 trillion in assets across millions of private portfolios, which range from thousands to hundreds of millions of Euro.
Prometeia is a leading provider of Wealth and Risk Management consulting, software solutions and data to the financial sector. Headquartered in Italy with offices in Zurich, London, Istanbul and Moscow, Prometeia serves over 300 clients across 20+ countries including banks, wealth managers, family offices, asset managers and insurers.
For more information on features and implementation, please reach out to arrange a demo.
application is available in English, Italian and German.