PFTPro is a Wealth Management digitalization suite which supports the entire investment process. It is composed of independent, yet tightly integrated modules, which can be freely combined into bespoke solutions or incorporated individually into existing processes. It provides sophistication needed for HNWIs, while allowing complexity to be hidden/automated for affluent or self-service models. This allows clients to offer multiple concurrent service models directed at different investor segments and delivered using multi-channel/hybrid approaches.