Prospero Suite

Prospero Suite

FINARTIS
Altoo Prospero Suite

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Altoo:

About

Altoo Wealth Platform empowers wealthy individuals, single- and multi‑family offices, trusts, foundations, private bankers, and asset managers to seamlessly consolidate and interact with all aspects of their total wealth in a simple and intuitive way. It aggregates transaction and portfolio data, bankable and non‑bankable assets, from over 500 custodians and 3,000+ non‑custody banks, plus market data and private equity/dividend info, delivering fully automated reconciliation, matching, and daily-updated performance and allocation insights. It visualizes 40+ asset types and tracks liabilities, rental income, collectibles, real estate, and private investments while allowing the attachment of documents and images to assets. Intelligent reporting features include customizable dashboards, dynamic charts, watchlists, and automated alerts on allocation drifts, balances, gains/losses, and threshold events.
Prospero Suite:

About

Prospero by FINARTIS (formerly S.A.G.E.) is an integrated suite of solutions specifically designed for the financial services industry, specifically family offices and/or independent asset management and includes wealth management, fund administration, and asset management. The fully comprehensive solution covers all transactional, processing, financial, and reporting needs of the financial sector, from the front-office to the middle and back-office areas. Prospero 365’s solution for family investment offices and Independent Asset Managers has been designed with the aim of managing the portfolios of high net worth individuals and dealing with all the issues surrounding this. A mixed emphasis has been placed on both managing the portfolio and the client relationship. Many of the back office functions have been automated for user simplicity – no more need for IT or specific financial expertises in your company hierarchy.
Altoo:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported
Prospero Suite:

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Altoo:

Audience

Trusted wealth advisors wanting a tool to manage their global assets, track performance, automate insights, and collaborate seamlessly on complex wealth management
Prospero Suite:

Audience

Built for family offices, private bankers, portfolio managers, financial advisors, wealth managers, and other financial professionals, including risk and operations managers
Altoo:

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
Prospero Suite:

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
Altoo:

API

Offers API Not Supported
Prospero Suite:

API

Offers API Not Supported
Altoo:

Screenshots and Videos

Prospero Suite:

Screenshots and Videos

Altoo:

Pricing

Free
Free Version Supported
Free Trial Not Supported
Prospero Suite:

Pricing

$1760/month/user
FINARTIS offers the following 2 licensing options for its systems:
• One-time perpetual license Purchase with yearly maintenance and support contract.
With this option, the system can be installed at your premises and managed by your team. Alternatively, the purchased system can be hosted by us for an additional fee.
• A SaaS (Software as a Service) option includes all the software (Prospero, database, operating system…), infrastructure (servers, network, firewalls and backup capacity) as well as maintenance and support services to run the system and keep it up-to-date for a monthly fee.
Free Version Not Supported
Free Trial Supported
Altoo:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Review this Software
Prospero Suite:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Altoo:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported
Prospero Suite:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported
Altoo:

Company Information

Altoo
Founded: 2017
Switzerland
altoo.io
Prospero Suite:

Company Information

FINARTIS
Founded: 1986
Switzerland
www.finartis.com/iam-family-office/
Altoo:

Alternatives

Prospero Suite:

Alternatives

The Archway Platform

The Archway Platform

SEI Family Office Services
Altoo:
Prospero Suite:
Altoo:
Prospero Suite:
MoneyWare

MoneyWare

Miles Software (EbixCash)
Altoo:
Prospero Suite:
FamilyWealthGuru

FamilyWealthGuru

FACT Software Group
Altoo:
Prospero Suite:
Assetmax

Assetmax

Fimax AMS
Altoo:

Categories

Family Office Supported
Prospero Suite:

Categories

Family Office Supported
Fund Accounting Supported
Wealth Management Supported
Prospero Suite:

Fund Accounting Features

Accounts Payable Supported
Accounts Receivable Supported
Activity Tracking Supported
Asset Management Supported
Bank Reconciliation Supported
Budgeting & Forecasting Supported
Compliance Management Supported
Donor Management Supported
General Ledger Supported
Partnership Accounting Supported
Purchasing & Receiving Supported

Investment Management Features

Accounting Management Supported
Benchmarking Supported
Bonds / Stocks Supported
Client Management Supported
Commodities Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Supported
Modeling & Simulation Supported
Payroll & Commissions Supported
Performance Metrics Supported
Portfolio Management Supported
Risk Management Supported
Altoo:

Integrations

No info available.
Prospero Suite:

Integrations

No info available.
Altoo:
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Prospero Suite:
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