We set new standards on investment advisory – we are here to help you – you decide.
Based on an experienced team of people and methods that are otherwise reserved for professional investors, Prosperio delivers clarity out of complexity.
Prosperio is a goal based wealth planning system
Contrary to Banks and other robo-advisory platforms, we recommend you to take as much risk as you require to reach your financial goals. We would not ask you what is the maximum risk you can bear to then advise you to take that maximum risk for the sake of it.
With Prosperio your financial goals always come first. In addition, a full overview of your assets and liabilities is included in our advisory process. Contrary to what most financial advisors do, that is, assigning you to a one-size-fits-all investment portfolio, we calculate, based on the information you provided, a fully individualized investment portfolio. Our calculation runs through thousands of potential portfolio options and run each of them through thousands of different capital market scenarios. Looking at millions of possible outcomes, we are the only provider in the market bound to create an investment portfolio that best matches your financial goals. Based on your values and investment criteria’s we then generate a portfolio tailored just for you from approx. 500 investment products.
More about the Prosperio advisory processThe founders and management team of Prosperio have long experience in asset management, portfolio construction, asset liability management (ALM), business development and sustainable investing. In addition, more than 20 experts work for the success of Prosperio in quantitative modelling, software development, legal advice, fund research, back office, marketing, PR and sales.
Our common goal is to be Germany's leading digital advisory Company. To achieve this goal, we are dependent on people like you.
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Protinus GmbH is the partner of Prosperio in the field of asset allocation and optimisation software development. Protinus is an independent company that provides consulting services in the area of risk management and strategic asset allocation to pension funds, insurance companies and family offices since 2002. Protinus represents one of the most experienced teams in the field of asset allocation in Germany.
fundinfo AG is the fund research partner of Prosperio. fundinfo offers independent fund research and fund-based asset management since 2005. With 70 employees and headquarters in Zurich, fundinfo provides services to a wide range of clients including banks, asset managers, family offices, pension funds and insurance companies.
ebase is one of the partner banks of Prosperio. The European Bank for Financial Services GmbH (ebase®), a company of comdirect group, offers innovative deposit and account solutions. As a B2B direct bank, ebase is a full-service partner for financial service providers, insurance companies, banks, asset managers, capital management companies and FinTechs.
Comdirect bank is one of the partner banks of Prosperio. Comdirect is a leading bank and the market leader in online securities business for modern investors offering brokerage, banking and investment advice.
