Prometeia

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Overview

Prometeia has extensive experience in developing the processes and tools that help financial institutions support their clients through relationship managers, self-service investment portals and hybrid omni-channel approaches. Prometeia’s PFTPro front office solution operates in the space where the bank meets the customer. New regulations and customer demands are creating significant challenges for wealth managers, but also substantial opportunities. Faced with declining fees and a push towards digitalization, wealth managers are looking to consolidate their service models, reduce costs and provide differentiated services, all while remaining compliant. PFTPro, built purely in Java, offers a fully customizable, modular front office platform that addresses these needs and can be closely governed and monitored by headquarters, leading to improved efficiency, compliance and service quality across the distribution network. PFTPro enjoys a dominant position in its home market; it supports the management of over €2 trillion in AUM across about 50 million retail client portfolios ranging in size from thousands to hundreds of millions of Euros.