Prospera is the fully-functional version of the software. It enables the modelling of all types of asset, debt, revenue and expense classes. While Prospera subscription fees can be covered by just two or three strategic financial planning clients, the software is best utilised by financial advisers who view the provision of fee-for-service strategic financial planning as a core business line.
Typically, such practices will have a numerically savvy adviser or a CSO who will develop expertise in using the software, and relatively high net-worth clients who utilise a number of financial instruments for wealth creation (eg investment properties, trusts, self-managed super funds etc).
Prospera is cloud-based subscription software with a simple, clean interface backed by a powerful calculation engine. It is updated regularly to reflect tax and superannuation legislative changes.
Prospera facilitates comprehensive “What If” analysis enabling advisers to demonstrate the short and long-term impact of clients’ saving, spending and investment decisions.
Prospera produces easy-to-read client engagement reports that clearly demonstrate the benefits of your advice.