Next GenAI Wealth Management Advisory Platform

Prometeia Digital Wealth Management Platform – GenAI-powered Advisory Solution

With the Digital Wealth Management Platform, Prometeia brings generative AI directly into investment advisory: automatically generated, personalized investment recommendations, a smart relationship manager assistant, and an AI chatbot that relieves advisors of routine tasks. The result: faster, consistent, and fully compliant advice—scalable from mass-affluent to UHNW clients, available as SaaS, on-premises, or hybrid.

The solution is designed as a modular omnichannel suite that supports the entire advisory and investment process. Natively embedded AI and the continuous integration of generative AI boost advisors’ productivity and enhance client engagement.

Awarded “Wealth Management Technology Platform of the Year” (Private Banking Switzerland Awards 2025).

Pension Fund Solutions & Services

Supplementing pension fund management systems with a banking system. The banking system offers a high level of security. It enables cross-foundation, client-specific securities management, precise reporting, and the automated posting of complex financial transactions across various custodian banks—scalable as SaaS with an open API architecture and SOA compliance.