Finartis Prospero Suite: The Premier Wealth Management Solution for Independent Asset Managers and Family Offices

About Prospero

Finartis Prospero Suite stands out as a premier solution for wealth management, particularly tailored for Independent Asset Managers (IAM) and Family Offices. The platform's comprehensive front-to-back capabilities are impressive, seamlessly integrating various functions such as fund management, asset management, and client relationship management into a single user-friendly interface.

One of the most commendable aspects of Prospero Suite is its commitment to enhancing client relationships. The emphasis on trust and confidentiality is evident, making it an ideal choice for managing the portfolios of high-net-worth individuals. The automation of back-office functions significantly reduces the need for extensive IT knowledge, allowing firms to focus on what truly matters: building and maintaining client relationships.

The platform's 360° overview of client portfolios is a game-changer. It empowers relationship managers with immediate access to critical data, enabling them to make informed decisions and provide tailored investment advice. The analytics and reporting features are robust, offering customizable insights that help firms navigate the complexities of modern investment strategies.

Moreover, the Prospero Mobile App enhances the digital experience for clients, ensuring they have access to their investment information anytime, anywhere. This multi-channel approach reflects a deep understanding of client needs in today's fast-paced environment.

Finartis Prospero Suite is a sophisticated, user-oriented solution that combines Swiss excellence with innovative technology. It not only streamlines operations but also fosters a more personal and effective approach to wealth management. For any firm looking to elevate its client service and operational efficiency, Prospero Suite is undoubtedly worth considering.

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