We know adopting new tools can feel daunting—that’s why we welcome every question. Whether you’re exploring AI for the first time or need specifics on how we fit your workflow, we’re here to help.
📩Email us at contact@prospo.ai – No sales pitch, just answers.
📅 Or book a 30-minute demo – See how it works, risk-free.
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.