Prometeia, a leading provider of advisory and monitoring solutions for wealth and asset management, has partnered with everyoneINVESTED, a digital investing innovator born from KBC Group, to launch a joint Self-Directed Advisory Platform. This strategic collaboration is designed to redefine how banks and wealth managers serve today’s digitally empowered investors, combining behavioral science, proven risk advisory technology, and seamless mobile-first experiences.
A Shared Vision for Investor Empowerment
This partnership brings together two complementary forces:
- Prometeia contributes over 50 years of experience in quantitative advisory, portfolio monitoring, and regulatory compliance, serving financial institutions across Europe and beyond.
- everyoneINVESTED, the former innovation unit of KBC Asset Management, brings academic research, behavioral finance expertise, and a commitment to making investing easy, personal, and accessible for everyone.
”Our mission is to help investors transition from passive savers to confident decision-makers. This collaboration allows us to scale our academic insights through a robust, end-to-end digital solution.
Jurgen VandenbrouckeManaging Director at everyoneINVESTED.
What the Solution Offers
The Self-Directed Advisory Platform delivers a modular, end-to-end investment experience that integrates:
- everyoneINVESTED’s investor profiling tools
Grounded in decision science and tested in multiple MiFID jurisdictions, these interactive tools allow banks to capture investor preferences with scientific precision. - Prometeia’s advisory engine
Already trusted by leading European financial institutions, it provides personalized investment proposals, automatic portfolio monitoring, and alignment with MiFID II and other regulatory frameworks.
Why This Partnership, and Why Now?
The timing reflects a broader shift: rising demand for scalable digital investment workflows, fueled by EU initiatives such as the Retail Investment Strategy and the ambition to foster greater retail participation in capital markets.
”We’re seeing banks ask for flexible, modular solutions that deliver compliant advice while meeting clients digitally. This partnership meets that demand and opens the way to the investor portal of the future.
Michele LeoncelliSenior Partner and Co-Head of Prometeia’s Wealth Management business line.
Built for Banks and Wealth Managers
The platform supports:
- Fast time-to-market, with flexible integration into mobile banking apps or as a standalone tool
- A front-to-back advisory process that balances compliance, business goals, and user experience
- Ongoing innovation with future features such as AI-driven digital assistants
What’s Next: From Self-Directed Advice to the Full Investor Portal
This collaboration is just the beginning. The joint offering is already evolving toward a next-generation Investor Portal, featuring:
- Conversational interfaces
- AI-powered guidance
- Deeper integration with banks’ digital ecosystems
Who Will Benefit
This solution is ideal for:
- Banks and wealth managers expanding digital investment services
- Institutions navigating MiFID II, ESG suitability, or cross-border advisory
- Digital teams seeking modular, mobile-first, and compliant advisory architecture
Want to learn more?
Is your institution building the next generation of self-directed investment services?
This partnership is designed to support that journey.
To request more information contact us at:
wealthsolutions@prometeia.com
solutions@everyoneinvested.com
