Following the financial crisis and the market conduct issues that were uncovered, compliance is today the most important aspect in front and middle office financial services to private clients. Unfortunately, compliance does not always mean user-friendly or customer-centric. Prosperity's unique financial planning solution provides the industry with both a user-friendly, customer-centric and compliance-enforcing application.

Prosperity's solution solves between 50% and 97% of customer complaints in the mass affluent financial services industry and caters to the needs of top and middle management while offering a powerful sales illustration tool to the sales force.

It therefore ensures adoption at all levels within the firms:

• Top management: Enforce compliance
• Middle management: Sales reports and projections
• Sales force: User-friendly sales tool