Prospera Financial Services Launches Enhanced Tech Stack With CAIS, SS&C Black Diamond and Envestnet Retirement Solutions

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Prospera Financial Services, Inc., a boutique wealth management firm supporting a nationwide network of independent advisors, today announced the newest additions to their technology offerings for its financial advisors. These integrations are the latest in a series of partnerships with tech firms that offer best-in-class software that better enables advisors to serve clients in the ever-changing technological and financial environments.

Earlier this year, Prospera rolled out its partnership with CAIS, the leading alternative investment platform for independent financial advisors, which provides its network of advisors access to a broad selection of alternative investment strategies offered on the CAIS platform, all of which undergo independent due diligence by Mercer. Through this partnership, Prospera’s advisors benefit from a paperless, single sign-on platform, robust advisor training, integrated education and operation workflows, creating a seamless pre-trade, trade, and post-trade alternative investing experience.

Through a partnership with Envestnet Retirement Solutions, one of the retirement industry’s leading management platforms for advisors and plan sponsors, Prospera provides its advisors access to an integrated, open-architecture and flexible fiduciary solution for retirement planning and support, with built-in compliance and operational efficiencies. Prospera’s advisors who manage retirement plans for business clients access a customized web-based portal allowing them to analyze robust business analytics, giving advisors more time to focus on new plan acquisition and growth.

Prospera also recently selected SS&C’s Black Diamond® Wealth Platform, which will be available to all advisors in April 2024. The Black Diamond platform unites portfolio management and comprehensive reporting with the client experience integrating seamlessly with leading fintech solutions. The platform features a client portal through a mobile and desktop app. Advisors have the option to utilize Prospera’s existing branded app or choose to brand their own.

Also Read: Top 7 Sustainable FinTech Trends for 2024 and Beyond

“The continued evolution within the fintech space enables boutique firms like ours to support advisors competing for complex and sophisticated business without sacrificing the personalized service at the core of our approach to this industry,” said Prospera President and COO Tarah Williams. “We are proud of the tech stack we are creating and will continue to develop partnerships that give our advisors access to best-in-class platforms and solutions.”

TalkFintech Bureau
TalkFintech Bureauhttps://talkfintech.com
TalkFintech is focused on the latest financial sector technologies and tools- covering all tech used by banks, investors, insurance, and wealth management sectors- and also conversations on retail financial management tools.

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