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Helps global Private Banks & Financial Institutions

Deliver an exceptional customer experience
Generate performance and value

Everything you need, just the way it should be

Discover our award winning Swiss-quality solution for private banks and financial institutions such as asset managers, fund managers and family offices. Our out-of-the-box solutions enable our customers to build smarter businesses, improve customer satisfaction and generate higher returns.

An award-winning solution

Prospero has been elected best in class by renowned Wealth Management analysts in multiple categories.

Prospero 365 Overview

Prospero 365 : Our complete front-to-back solution

Value creation through an exceptional customer experience

Our modular, multi-channel front-to-back solution will let you focus on areas where you can add most value right from the start.

Prospero comes with a full range of front-, middle- and back-office features. Its modules are delivered ready-to-use, easy to set up and user-oriented. This allows users to focus on the areas where they can add most value: strategy, investment performance and building strong client relationships right from the start.

IAM & Family Office

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Wealth Management

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Fund Management

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Asset Management

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Prospero Mobile App and Web Portal : Our digital customers solution

Make your customer feel unique

Our digital Customer Portal allows you to serve your clients whenever they request it, wherever they are.

Provide your customers with a unique digital experience. Our solutions have drawn their inspiration from best-in-industry B2C applications to offer each individual customer the transparent and tailored investment advice they require through a customizable multi-channel solution with a sleek interface.

Learn More

Prospero Mobile App and Web Portal : Our digital sales & relationship solution for managers

Reinvent the business-client relationship

Our Digital Front-Office Portals allows you to increase your client-facing teams’ productivity.

Take advantage of an attractive, professional and customizable sales-oriented application to show your customer an up-to-date performance review of their investments. Prospero Mobile App delivers a large range of analytics to cover everything you need. With it, achieving more in your client meetings just becomes so much easier.

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Discover what's next

With us, you'll always be one step ahead

Our teams of finance and technology experts works closely with our clients to provide everything you need to differentiate yourself, improve front office productivity and simplify the world of finance.

Become our Partner

Contact us

Every great collaboration starts with a conversation

At Finartis, we believe our success is based on close and targeted collaboration. That is why we work closely with a multitude of clients and partners worldwide in the wealth management space - private banks, fund managers, financial institutions, data provision, services and software providers - to design solutions which will help you and your customers succeed. We are always looking for dynamic new relationships to join the FINARTIS community. Every great collaboration starts with a conversation so please contact us!

Contact us

Everything you need, just the way it should be

Discover our award-winning Swiss-quality solution for private banks and financial institutions such as asset managers, fund managers and family offices. Our out-of-the-box solutions enable our customers to build smarter businesses, improve customer satisfaction and generate higher returns.

Contact us

An award-winning solution

Prospero has been elected best in class by renowned Wealth Management analysts in multiple categories.

Prospero 365: Our complete front-to-back solution

Value creation through an exceptional customer experience

Our modular, multi-channel front-to-back solution will let you focus on areas where you can add most value right from the start.

Prospero comes with a full range of front-, middle- and back-office features. Its modules are delivered ready-to-use, easy to set up and user-oriented. This allows users to focus on the areas where they can add most value: strategy, investment performance and building strong client relationships right from the start.

IAM & Family Office

IAM and Family Office Discover

Wealth Management

Wealth Management Discover

Fund Management

Fund Management Discover

Asset Management

Asset Management Discover
Digital Customer Platform

Prospero Mobile App and Web Portal : Our Digital Customers Solution

Make your customer feel unique

Our digital Customer Portal allow you to serve your clients whenever they request it, wherever they are.

Provide your customers with a unique digital experience. Our solutions have drawn their inspiration from best-in-industry B2C applications to offer each individual customer the transparent and tailored investment advice they require through a customizable multi-channel solution with a sleek interface.

Digital Sales and Relationship Solution for Managers

Prospero Mobile App and Web Portal : Our Digital Sales & Relationship Solution for Managers

Reinvent the business-client relationship

Our Digital Front-Office Portals allows you to increase your client-facing teams’ productivity.

Take advantage of an attractive, professional and customizable sales-oriented application to show your customer an up-to-date performance review of their investments. Prospero Mobile App delivers a large range of analytics to cover everything you need. With it, achieving more in your client meetings just becomes so much easier.

Latest news

News

August 3, 2021

FINARTIS ranks 2nd in private banking and wealth management sales for 2020

Tolochenaz, Switzerland, August 3rd 2021 – With the accelerating digitization among banks, IBS Intelligence, an independent publication covering the financial […]

News

May 3, 2021

Valsoft Acquires Finartis and Enters the Wealth Management Vertical

MONTREAL, May 3, 2021 – Valsoft Corporation Inc. (“Valsoft”), a Montreal-based company specializing in the acquisition and development of vertical market software businesses, is […]

News

February 5, 2021

Prospero crowned “Best Client Communications Solution” at The Wealthbriefing Swiss Awards 2021

Geneva, Switzerland, February 5th 2021 – Prospero Wealth Management won the “Best in Client Communications Solution” award from the Eighth […]

Contact us

Every great collaboration starts with a conversation. Don't miss the opportunity, Contact us

 

Our Offices


Switzerland

Route de Lully 5c
1131 Tolochenaz
Switzerland
+41 21 653 64 01


Singapore

5 Shenton Way
#10-01, UIC Building
Singapore 068808


Dubai (UAE)

PO Box 500835
2506A Business Central Tower
Dubai Internet City


Philippines

CEO Suite - LKG Tower - 37th Floor
6801 Ayala Avenue, Makati City
1226 Philippines
+63 2 8859 2888