Prospero SuiteFINARTIS
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Related Products
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About
Copia Wealth Studios is a mobileโfirst wealth operating system that brings together AIโpowered document ingestion, portfolio aggregation, specialized planning, and operations automation into a unified platform for sophisticated investors, family offices, multiโfamily offices, institutions, and registered investment advisors. It integrates data from portals, accounts, and documents for a realโtime, comprehensive view, enabling users to preserve wealth, optimize portfolios, validate decisions, visualize entity and trust structures, forecast capital calls, and streamline workflows. Copiaโs suite includes intelligent document processing (extracting data from Kโ1s, capitalโcall notices, distribution statements, etc.), entityโmap visualization, manager performance benchmarking, automated monthly and adโhoc reporting, naturalโlanguage document querying, biometric 2FA, and whiteโglove security practices using encryption.
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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 365โs 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 โ no more need for IT or specific financial expertises in your company hierarchy.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Individuals, family offices, and their advisory teams searching for a tool to visualize, analyze, and manage complex multiโasset portfolios and wealth structures
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Audience
Built for family offices, private bankers, portfolio managers, financial advisors, wealth managers, and other financial professionals, including risk and operations managers
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$895 per month
Free Version
Free Trial
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Pricing
$1760/month/user
FINARTIS offers the following 2 licensing options for its systems:
โข 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. โข A SaaS (Software as a Service) option includes all the software (Prospero, database, operating systemโฆ), 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
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCopia
Founded: 2021
United States
copiawealthstudios.com
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Company InformationFINARTIS
Founded: 1986
Switzerland
www.finartis.com/iam-family-office/
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Categories |
Categories |
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Fund Accounting Features
Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving
Investment Management Features
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
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Integrations
No info available.
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Integrations
No info available.
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