Technology that works for you

Below is a selection of the partners we work with to deliver on our promises to you. Without our partners we could never hope to deliver the service we do today and we would like to take this opportunity of thanking them for their support and invaluable advice, that has allowed us to transform our business and deliver the service we provide to you.

Time4Advice

Time4Advice provides Prospero Wealth with its client management solution, CURO. Based on the global Microsoft Dynamics CRM platform, CURO keeps us ahead of the curve and allows us to deliver on our promises.  CURO is the backbone of our business and we are delighted to be working with the team at Time4Advice, who have quite simply changed our lives for the better.

 

Plan with Voyant

Voyant is the best financial planning software around. It shows you with absolute clarity what actions need to be taken and by when, if you are to achieve the outcomes you want and expect. Our para planners and financial advisers understand Voyant intimately and use it to great effect to demonstrate financial planning concepts. Voyant provides the backbone to our planning process and our clients just love it.

 

Technical Connection

Technical Connection and its fantastic library of technical resources, Techlink, is used extensively by everyone at Prospero Wealth. There is simply no way our team could spent the time researching such technical matters without the expert input from Technical Connction.

 

Important notice

Please be aware that Prospero Wealth is NOT a trading company, it is NOT regulated by the FCA and is NOT offering financial advice. This website is being used for software demonstration purposes only. Nothing on this site is for available for sale nor is any financial advice being given.