Prometeia, a long-standing provider of advisory and portfolio monitoring solutions, has teamed up with everyoneINVESTED, the digital investment arm that originated within KBC Group, to develop a new self-directed advisory platform.
The partnership seeks to modernise how banks and wealth managers engage today’s digitally savvy clients, blending behavioural science, risk management technology and a mobile-first approach to create a seamless investment journey.
The collaboration brings together two highly complementary strengths. Prometeia has built a reputation over five decades for its expertise in quantitative advisory, regulatory compliance and portfolio monitoring, serving major financial institutions across Europe.
everyoneINVESTED, formerly part of KBC Asset Management’s innovation unit, adds a strong background in behavioural finance and academic research. Its mission is to make investing more accessible, personal and intuitive, encouraging individuals to move from passive saving to proactive wealth management.
The new platform is designed as a modular, end-to-end solution that can be integrated into existing digital banking ecosystems or operate as a standalone tool. It includes interactive profiling tools developed by everyoneINVESTED, which use decision science to capture investor preferences accurately across multiple MiFID jurisdictions.
Prometeia’s advisory engine then builds on this foundation, generating personalised investment proposals, ensuring continuous portfolio monitoring, and maintaining compliance with frameworks such as MiFID II.
The timing of this launch is closely linked to broader regulatory and market trends. With the European Union pushing initiatives like the Retail Investment Strategy, the demand for scalable and compliant digital advisory workflows has been rising.
Prometeia senior partner and co-head of its wealth management business line Michele Leoncelli said, “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.”
For financial institutions, the platform offers a quick route to market, flexible integration options, and a front-to-back advisory process that balances compliance with customer engagement.
It also promises future enhancements, including AI-driven digital assistants and conversational interfaces.
The platform is expected to serve a wide range of use cases, from banks and wealth managers seeking to expand their digital investment services, to institutions navigating ESG requirements, MiFID II obligations or cross-border advisory challenges. Digital teams will also benefit from the modular design, enabling them to deliver compliant, mobile-first investor journeys at scale.
everyoneINVESTED managing director Jurgen Vandenbroucke added, ” 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.”
Copyright © 2025 FinTech Global
