Audience

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

About Prospero Suite

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.

Pricing

Starting Price:
$1760/month/user
Pricing Details:
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 Trial:
Free Trial available.

Integrations

No integrations listed.

Ratings/Reviews

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Company Information

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

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Product Details

Platforms Supported
Cloud
Windows
Mac
Linux
Training
Documentation
Live Online
In Person
Support
Phone Support
24/7 Live Support
Online

Prospero Suite Frequently Asked Questions

Q: What kinds of users and organization types does Prospero Suite work with?
Q: What languages does Prospero Suite support in their product?
Q: What kind of support options does Prospero Suite offer?
Q: What type of training does Prospero Suite provide?
Q: Does Prospero Suite offer a free trial?
Q: How much does Prospero Suite cost?
Q: What pricing for support is available for Prospero Suite?
Q: What pricing for training is available for Prospero Suite?

Prospero Suite Product Features

Fund Accounting

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

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