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 process