Q: Daniel, tell us about your day-to-day reality. What’s hard right now?
Daniel: Where do I start? Everything takes longer than it should. I’m constantly switching between systems, updating client files, double-checking compliance rules. Honestly, I spend more time formatting proposals than actually talking to clients.
Prometeia streamlines the entire advisory process, with integrated profiling, compliance checks, proposal generation, and monitoring, all in one platform.
Q: Let’s break that down. What’s onboarding like?
Daniel: It’s messy. Half the time I’m chasing missing documents, unclear risk profiles, ESG preferences no one ever asked about. Every bank has their own version of a form, and none of them help me actually understand the client.
The platform uses dynamic, MiFID II/FinSA-compliant questionnaires that capture every client detail, from risk appetite to ESG preferences, and turn them into actionable profiles.
Q: And proposal building?
Daniel: Painful. I’ll spend 45 minutes checking if a product’s allowed, then I have to confirm tax implications, cross-border restrictions, suitability… and that’s before I even start building a strategy. No two advisors do it the same way, and it shows.
Prometeia automates suitability, cross-border, and product eligibility checks behind the scenes, giving every advisor the same compliant foundation to work from.
Q: How do you monitor your book of business?
Daniel: Mostly manually. Unless something dramatic happens, I don’t get alerts. I might check in on portfolios once a month, but unless the client calls, I probably miss small issues until they become big ones.
With Prometeia, automated alerts flag changes in risk, performance, or composition, keeping advisors proactively in touch with their clients’ evolving needs.
Q: What about reporting?
Daniel: Reporting is… a project. I’ve built my own templates in Excel because what we have is either too generic or too outdated. And don’t get me started on updating performance data or costs manually. It eats up hours.
Prometeia generates audit-ready, fully branded client reports, automatically pulling performance, costs, ESG and suitability analytics into customised templates.
Q: What would ‘better’ look like to you?
Daniel: Honestly? Something that just works. A system that supports me instead of slowing me down. Something I can trust to be compliant without needing a second opinion. And something that helps me spend less time on formatting and more time on relationships.
That’s exactly what Prometeia was built to deliver.