Prospera provides sophisticated user-friendly cashflow modelling software for forecasting the wealth created during your clients’ working lives and their potential income in retirement.
If you are a financial planner or financial advice professional who is looking for a platform on which to base a valuable fee-for-service offering, you have come to the right place.
Founded in 2014, Prospera was developed to address a gap in the service offerings of financial planners and other financial advice professionals.
The Prospera software allows advisers to transition from a product sale service offering to a holistic advice service offering. Prospera clients are willing to pay for the valuable service they receive as a result of following the Prospera advice process. We find clients appreciate the monthly monitoring of their lifestyle and financial position.
Prospera is the only tool that enables me to track my clients’ progress against their financial strategy each month.
Our clients don’t make a move without our advice. Prospera did that.
Prospera supports a business model that is completely independent from product or product suppliers.
If a strategic financial plan can’t keep up with changing life circumstances, what use is it? Prospera facilitates easy remodelling of financial strategies as circumstances dictate.
Prospera achieves joint accountability between adviser and client to meet agreed goals; strategic over transactional. The financial rewards, client satisfaction and adviser satisfaction become far greater. It’s a win-win for everyone.