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.
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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.
• 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.
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?
Prospero Suite works with these users and organization types: Mid Size Business, Small Business, Enterprise, Nonprofit, and Startup.
Q: What languages does Prospero Suite support in their product?
Prospero Suite supports these languages: English.
Q: What kind of support options does Prospero Suite offer?
Prospero Suite offers support via phone support, 24/7 live support, and online.
Q: What type of training does Prospero Suite provide?
Prospero Suite provides training in the form of documentation, live online, and in person.
Q: Does Prospero Suite offer a free trial?
Yes, Prospero Suite offers a free trial.
Q: How much does Prospero Suite cost?
Pricing for Prospero Suite starts at $1760/month/user.
Q: What pricing for support is available for Prospero Suite?
Prospero Suite offers support included with purchase and additional fee / premium available.
Q: What pricing for training is available for Prospero Suite?
Prospero Suite offers training included with purchase and additional fee / premium available.
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
