Shortlisted in three categories and winner of Wealth Management Technology Platform of the Year in the Swiss market
Prometeia was shortlisted in three categories at the Private Banking Switzerland Awards 2025: Digital Solution of the Year, Wealth Management Technology Platform of the Year, and Wealth Management Technology Provider in Switzerland of the Year.
Among these, Prometeia was ultimately awarded Wealth Management Technology Platform of the Year, a distinction that confirms the strength of its Wealth Management technology and its ability to support financial institutions with innovation, efficiency and regulatory confidence.
Digital Solution of the Year – shortlisted
Prometeia’s nomination for Digital Solution of the Year acknowledges its capacity to deliver a truly end-to-end digital solution that enhances the advisory model from day one.
The shortlist reflected key aspects of the solution, including:
- Pre-configured, ready-to-use delivery, supported by Prometeia’s proprietary Data Analysis Service (DAS), reducing onboarding time and accelerating time-to-value.
- Embedded intelligence and automated workflows for proposal generation, portfolio diagnostics and ESG analysis.
- A seamless omnichannel experience, ensuring consistent advisory interactions across branch, hybrid and digital touchpoints.
- A design focused on delivering measurable operational impact, improving efficiency and personalization for banks and wealth managers.
Wealth Management Technology Platform of the Year – winner
Prometeia was awarded Wealth Management Technology Platform of the Year, recognising the platform’s technological excellence, flexibility and ongoing capacity for innovation.
Distinguishing capabilities include:
- A modular, service-oriented architecture that allows phased adoption and smooth integration into existing ecosystems.
- Native compliance logic, fully aligned with MiFID II, FIDLEG and ESG regulations, providing regulatory peace of mind.
- Full scalability, capable of supporting millions of portfolios and serving a broad range of client segments, from mass affluent to UHNW.
- Natively embedded AI and continuous integration of Generative AI, enhancing advisor productivity and customer engagement.
Prometeia also contributed to the conference programme with a session on Generative AI in Wealth & Asset Management, exploring why now is the right moment to adopt GenAI, the key challenges and pitfalls to avoid, and concrete case studies for the wealth management sector.
Wealth Management Technology Provider in Switzerland of the Year – shortlisted
The shortlist for Wealth Management Technology Provider in Switzerland of the Year underscores Prometeia’s role as a trusted technology partner in one of Europe’s most sophisticated and demanding financial markets.
The jury recognised:
- A proven track record with leading Swiss private banks.
- Deep knowledge of local regulatory frameworks, including FIDLEG, ESG taxonomy alignment and cost transparency requirements.
- Strong localization and configurability, ensuring that the platform fully supports the needs of Swiss front-office teams.
- The ability to enable trusted, compliant and client-centric advisory models in a highly competitive environment.
A comprehensive platform for 360° Wealth Advisory
Prometeia’s Wealth Management platform provides a complete view of client wealth, supports complex and diversified income structures, and enables personalised advisory across all stages of the client relationship. Its front-office-ready capabilities, advanced analytics and embedded compliance frameworks reflect Prometeia’s commitment to delivering technology that strengthens advisory excellence.
The three shortlistings and the Wealth Management Technology Platform of the Year award reaffirm Prometeia’s continuous commitment to innovation and its dedication to supporting financial institutions worldwide with robust, future-ready wealth management solutions.
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Contact us at wealthsolutions@prometeia.com