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.
Model wealth creation and risk mitigation strategies right through to retirement. Compare strategies with existing plans and undertake real-time remodelling as circumstances dictate.
Sophisticated user-friendly cashflow modelling software. Prospera is cloud-based subscription software with a simple, clean interface backed by a powerful calculation engine.
A platform for providing a valuable fee-for-service offering. Easy-to-understand table and graph-based reports support goal-centred conversations between advisers and clients.
Founded in 2014, Prospera was developed to address a gap in the service offerings of financial planners and other financial advice professionals.
Prospera supports a fee-for-service business model enabling financial advisers to sell their financial advice. It offers three revenue generation opportunities based on up-front, ongoing and product fees.
Prospera supports advisers in building client trust by demonstrating the wealth creation benefits of implemented financial strategies.
Prospera offers unlimited modelling of financial strategies based on different variables and assumptions, as well as rapid remodelling as circumstances dictate.
