Prospo extracts client data from conversations and auto-fills fact-finds, applications. Reducing repetitive work and errors.
Prospo helps you remember every detail, so clients feels heard and confident in your advice
Automate meeting scheduling, note taking and e-documents signing. Freeing advisers to handle more client without adding more staff.
Every recommendation, conversation or note is traced back to source conversation, creating a comprehensive audit trail.
Automatically generate detailed, compliant client file notes in one click — no typing, no templates, just insights.
Build a deep, interconnected understanding of each client with an AI-powered Client knowledge graph that captures goals, relationships, and risk.
Hands-free cashflow simulations based on client data. Forget the spreadsheets — Prospo does the math.
Answers to questions you might have about Prospo.
Prospo helps Financial Planners summarise, organise and plan your client's advice journey right from the first meeting. Converting Advisor and Client conversations into digital fact find, File notes and Cashflow modelling .
Prospo was designed to made the life of Financial Planners easier. Turning client conversations into data to auto-populate documents and forms. Saving time for the planner, paraplanner and CSM.
Your client data never leaves Australia. With 2FA security your client data is secured in AWS and Azure Cloud.
Absolutely! It is as easy as writing an email. Prospo has voice enabled capabilities , allow you to instruct email compositions using just your voice.