Prospero Suite

Prospero Suite

FINARTIS
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About

Auria is a modern wealth-management platform built for ultra-high-net-worth families, single-family offices, multi-family offices, and their advisors. It unites essential capabilities, portfolio management, performance reporting, CRM, secure document management, data aggregation, and multi-entity view, into a single, seamless interface, enabling firms to consolidate asset data from public markets, private equity, real estate, art/collectibles, loans, and liabilities, then visualise a holistic β€œfamily view” across generations and entities. The platform’s β€œWealth Blueprint” tool maps complex ownership structures, trusts, and family-owned entities; its reporting engine supports bespoke reports and a configurable client portal; and its CRM and workflow features support notes, tasks, and interactions in one system. Designed to replace spreadsheet-based and fragmented tech stacks, Auria emphasises scalability, clarity, and consolidation of data sources.

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.

Platforms Supported

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

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

Audience

Family offices, wealth-management firms and advisors wanting a solution to manage complex assets, entities and relationships in one system

Audience

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

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$1760/month/user
FINARTIS offers the following 2 licensing options for its systems:
β€’ 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.
β€’ 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

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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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

Training

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

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Auria
United States
auriaplatform.com

Company Information

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

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Categories

Wealth Management Supported

Categories

Family Office Supported
Fund Accounting Supported
Wealth Management Supported

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

Integrations

No info available.

Integrations

No info available.
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