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.