Founded in 2014, Prospera was developed to address a gap in the service offerings of financial planners and other financial advice professionals.
There existed no commercially-available comprehensive financial modelling tool that enabled financial advice professionals to:
Prospera is a sophisticated but easy-to-use financial modelling tool that addresses this gap in the toolkit of financial advice professionals. It takes a lifetime view of financial investment decisions and incorporates:
Prospera supports a fee-for-service business model enabling financial advisors to sell their financial advice. It offers three revenue generation opportunities for financial advice professionals: up-front fees, ongoing fees, and product fees.