Fundpath vs. Prospero Suite Comparison


Fundpath	Prospero Suite FINARTIS	+	+
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About Wealth managers spend a significant portion of their time interacting with the asset management industry. They tell us that much of that time is spent fielding unqualified, misplaced and irrelevant calls. An innovative solution that bridges the information disconnect by allowing asset managers to quickly understand who they should be talking to, when and about what, helping wealth managers to spend time on issues that are important to them. Fundpath has made a declaration of commitment to carbon neutrality in accordance with PAS 2060. Fundpath will also encourage more effective practices and reduce those which are wasteful, therefore helping to reduce the industry’s indirect carbon emissions.	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 Supported Linux Not Supported Cloud Not Supported On-Premises Not Supported iPhone Supported iPad Supported Android 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 Wealth and asset management industries searching for a next generation intelligent fintech solution that helps harness the power of collective data	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 Not 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 View more images or videos	Screenshots and Videos View more images or videos
Pricing Free Free Version Supported Free Trial Not Supported	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
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	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 Not 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 Fundpath Founded: 2021 United Kingdom www.fundpath.co.uk	Company Information FINARTIS Founded: 1986 Switzerland www.finartis.com/iam-family-office/
Alternatives 1fs Wealth 1fs	Alternatives The Archway Platform SEI Family Office Services
Bincentive	Elysys Wealth Elysys
WealthArc	MoneyWare Miles Software (EbixCash)
Honeywell Forge Flight Efficiency Honeywell	FamilyWealthGuru FACT Software Group
BridgeFT View All	Assetmax Fimax AMS View All
Categories Wealth Management Supported	Categories Family Office Supported Fund Accounting Supported Investment Management Supported Wealth Management Supported
	Show More Features 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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