PFTPro Suite

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Overview

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 be freely combined into bespoke solutions or incorporated singly into existing processes. It 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. Our extensive experience and deep knowledge of the business ensure that our platform is on the cutting-edge of wealth management.

Key Features

Prometeia's PFTPro is a comprehensive, scalable, front-office soluti offering a range of modular functionality. Key features include:

·Performance analytics and decomposition

·Risk evaluation and attribution (market, credit, liquidity, diversification)

·Portfolio construction, rebalancing and proposal workflows with varying levels of automation: robo-advisory, assisted manual, fully manual

·Wide selection of ex-post analytics

·Flexible grouping of positions for analysis

·Internal and external account aggregation

·Portfolio breakdowns

·Analysis against model portfolios

·What-if analysis against simulated, virtual or benchmark portfolios

·Automatic alerting and monitoring across all analytics

·Flexible reports distributed on-demand or on-schedule

·Client management

·Portfolio management and accounting

·Portfolio analysis & reporting

·Portfolio risk management

·Total wealth advisory

·Financial planning

·Proposal generation

·Internal and external account aggregation

·Self-service, robo and hybrid advisory

·Product governance

·Front office governance

·Compliance

Key Benefits

PFTPro is a modular wealth management front office software suite designed to support the entire investment process. The platform is composed of independent, yet tightly integrated modules, which can be freely combined into bespoke solutions or incorporated individually into existing processes. The system offers multiple advisory workflows, such as omni-channel hybrid advisory, which can improve services for offshore or younger investors. 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 allows our clients to offer multiple service models directed at specific investor segments based on the institution’s corporate strategy and business plan.

Prometeia’s extensive experience and deep knowledge of the wealth management business ensure that our platform is on the cutting-edge of wealth management. Our solution is:

·Complete: Supports the entire front office wealth management process

·Efficient/Automatable: The platform supports multiple levels of automation suitable to varying service models across the same bank, maximizing the productivity of relationship managers and reducing cost-to-serve

·Value-Adding: PFTPro offers services that provide value to investors leading to increased customer acquisition and improved customer loyalty. These services include hybrid advisory workflows, personalized communication/reporting/storytelling, portfolio rebalancing/optimization, automated monitoring/customized alerts, etc.

·Sophisticated: Processes leverage Prometeia’s extensive experience and advanced techniques in Risk Management and Finance

·Compliant: Regulatory requirements lie at the heart of the platform, every transaction is natively compliant with MiFID II and FIDLEG, ensuring consistent quality standards

·Customizable: Advisory workflows are tailored to our client’s preferences

·Usable: Advisor and management workflows are continually reviewed with relevant users to guarantee a streamlined, appropriate user experience

·Multi-device/Multi-channel: Delivered entirely via a browser or native tablet/smartphone applications

·Modular: Modules may be freely combined to construct complete wealth management solutions or integrated into existing processes. Clients simply choose the components that best suit their needs

·Scalable: Built purely in Java, the system scales to support any number of relationship managers or clients

The combination of these factors allows us provide our clients with solutions that closely match their needs, allowing them to differentiate from their competitors across the entire front office or self-service processes.

Product/Service details

SOLUTION OR SERVICE TYPE
Advanced Data and Analytics Software (beyond BI), Business Process Outsourcing Services, Campaign Management, Credit Risk Management Systems, Customer Onboarding Systems, Customer Relationship Management (CRM ) Systems, Data Analysis and Consulting Services, Domain Consulting Services, Financial Planning Systems, Front and Middle Office Wealth Management Systems, Fund Sales & Distribution Systems, Governance, Risk and Compliance Systems (GRC), Illustration Systems - Life / Annuity / Pension Insurance, Investment Advisor Systems, Investment Portfolio and Risk Analysis Systems, Investor / Client Reporting & Communications Systems, Investor Websites & Portals, Lead Management, Liquidity Risk Systems, Market Risk Systems, Performance Attribution Systems, Personal Financial Management Systems, Portfolio / Investment Accounting Systems, Predictive Analytics / Modeling, Pre-Trade Analytics Software, Pricing and Valuation Systems, Regulatory Reporting Systems
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