“We help Wealth Managers worldwide serve their clients better”

Jean-Luc Freymond, CEO of FINARTIS SA

It’s time for a new name

After more than 30 years helping our clients achieve the best results, we felt it was time to start writing a new chapter of our history under a name that better reflects our vision.

Finance and Art

For us, Finance has always been about creating a safe environment to preserve wealth for future generations, so that what we achieve in the here and now can be passed on to our children and our grandchildren.
Art brings a fresh dimension to the way that we work. It’s about thinking creatively, looking for fresh perspectives on every problem. It’s about finding the connections between seemingly unrelated ideas and events. It’s about working at the edge of our potential, constantly pushing ourselves to achieve more as we transform vision into action.

We value relationships

Sam Walton, founder of Walmart, once said: “there is only one boss: the customer. And he can fire everybody in the company from the chairman on down, simply by spending his money somewhere else.” at FINARTIS, we share Sam Walton’s philosophy. We put our customers first – your success is our success.

prospero_showcase_v2

Products that matter

FINARTIS is a Swiss leading software publisher dedicated to the Wealth Management industry.

FINARTIS’s clients rely on its smart technology to manage ever more complex financial operations in the most cost effective and efficient way. They implement FINARTIS’s solutions to be able to serve their clients better, leading to superior client retention and improved margins. FINARTIS offers out-of-the box digitally-enhanced client relationship solutions that can be implemented fast. They help improve front office productivity to bring more value added services to the clients. Our clients are able to reach middle- and back-office operations excellence through intelligent, automated straight-through processes.

Proximity

We serve customers all over the world from our offices in Europe, Asia-Pacific and the Middle East. We are available around the clock to advise our clients

Swiss expertise

Our diverse team of business and technical experts possess a comprehensive set of skills that allow us to cater for the whole range of our client’s requirements

Innovation

Our innovation team, with our customers and financial experts, work closely together to enrich you and your customers’ experience in a modern changing world

Best practices at your service

Prospero 365 was conceived in Switzerland, a country with a rich history in banking and finance. Switzerland’s world-class banking industry is renowned for its diversity in products and services.

Maintaining its status among the world’s foremost banking industries requires highly dynamic systems that can support the wide range of operations it performs across the spectrum of asset classes, currencies and regulations.

Each and every module of our solutions allows our clients to become a reference in its space.

Top management

management_jlf

Jean-Luc Freymond

CEO

Jean-Luc Freymond

He received both his Master in Management and his Postgraduate Diploma in European Law from the University of Lausanne, and received his EO/MIT Entrepreneurial Masters Program from MIT. Jean-Luc Freymond speaks fluent English and French.

management_fr

Fernand Rasetti

COO

Fernand Rasetti

Fernand has more than 15 years of experience in operations management and possesses a thorough knowledge of interrelations between business units. He graduated in Brazil with a BA in Economics and Finance and received his MBA in International Management from the University of Geneva. He is fluent in English, French and Portuguese.

Testimonials

[Our] company has invested in a specialized system, through its effort to offer the best service possible in Mutual Funds. The field of Mutual Funds is developing at a fast pace in Cyprus and Treppides Fund Services Ltd, as a leading service provider in the field, remains dedicated in its efforts for continuous reinvestment, both in the software and human elements, in order to maintain its development as the leading Administrator of Investment Funds.
Andreas Yiasemides, Partner Treppides Fund Services Ltd

logo-treppides-found

We work with several banks and, as we grew, gathering accurate data from all these counterparts in a disciplined manner was becoming a problem. Prospero, which is plugged into our counterparts back offices, enables us to get a booking system which is updated automatically and on a daily basis. Prospero avoids spending time and reduces mistakes related to manual entries. Prospero is also a user friendly application used by all staff. We use it for booking and verification purposes, generating consolidated reports for our clients as well as monitoring their positions.
Baby Pallipadan, Head of the Ruwenzori Invest (DIFC) Limited Family Office

We chose to partner with FINARTIS again after a careful selection process for our Private Bankers in terms of mobility, user experience, extensiveness and caliber of service. Since our Trust Banking Group was already using Prospero 365, we found it a natural extension for our Private Banking Business.

This project with FINARTIS is in line with UnionBank’s digital transformation efforts to achieve operational excellence by automating compliance rules and processing transactions in true straight-through-process while still allowing flexibility to tailor-fit our services for our HNW clients.
Jose Emmanuel U. Hilado, CFO, Treasurer and Senior Executive Vice President, UnionBank of the Philippines

We chose to partner with FINARTIS after a thorough selection process in terms of automation, user experience, and productivity for our Treasury Sales relationship managers and investment banking expertise. Our partnership with FINARTIS will be instrumental to our success as we stay committed to continuous growth through innovation.

This partnership with FINARTIS is strategic for us to achieve operational excellence through automation and the application of compliance rules as well as investment strategies at the heart of the platform. Having a true straight-through-process will enable us to serve our customers better and foster loyalty as we maintain to deliver integrity with our numbers.

Robert Lehmann, President and CEO, Amalgmated Investment Bancorporation

It’s time for a new name: SAGE is now FINARTIS

Finance and art. Our vision is in the name. A place where the logic of software engineering and the calculation of finance are given fresh life by the creative spirit of the arts.
For over thirty years, we’ve used our passion and creativity to help wealth managers achieve the best results. Lower risks. Better returns. Improved client relationships. Through that work, we’ve evolved from providing bespoke service solutions to specialising in financial software. By focusing on that one niche, we’ve created the best possible products to help you connect with your clients and grow their wealth.

Contact us

Products that matter

FINARTIS is a Swiss leading software publisher dedicated to the Wealth Management industry.

FINARTIS’ clients rely on its smart technology to manage ever more complex financial operations in the most cost effective and efficient way. They implement FINARTIS’ solutions to be able to serve their clients better, leading to superior client retention and improved margins. FINARTIS offers out-of-the box digitally-enhanced client relationship solutions that can be implemented fast. They help improve front office productivity to bring more value added services to the clients. Our clients are able to reach middle- and back-office operations excellence through intelligent, automated straight-trough processes.

Proximity

We serve customers all over the world from our offices in Europe, Asia-Pacific and the Middle East. We are available around the clock to advise our clients

Swiss expertise

Our diverse team of business and technical experts possess a comprehensive set of skills that allow us to cater for the whole range of our client’s requirements

Innovation

Our innovation team, with our customers and financial experts, work closely together to enrich you and your customers’ experience in a modern changing world

offices-map-v2

Best practices at your service

Prospero 365 was conceived in Switzerland, a country with a rich history in banking and finance. Switzerland’s world-class banking industry is renowned for its diversity in products and services.

Maintaining its status among the world’s foremost banking industries requires highly dynamic systems that can support the wide range of operations it performs across the spectrum of asset classes, currencies and regulations.

Each and every module of our solutions allows our clients to become a reference in its space.

Top management

management_jlf

Jean-Luc Freymond – CEO

He received both his BA in Management and his Postgraduate Diploma in European Law from the University of Lausanne, and received his EO/MIT Entrepreneurial Masters Program from MIT. Jean-Luc Freymond speaks fluent English and French.


management_fr

Fernand Rasetti – COO

Fernand has more than 15 years of experience in operations management and possesses a thorough knowledge of interrelations between business units. He graduated in Brazil with a BA in Economics and Finance and received his MBA in International Management from the University of Geneva. He is fluent in English, French and Portuguese.

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
+65 6911 6640


Dubai (UAE)

PO Box 500835
2506A Business Central Tower
Dubai Internet City
+971 4 428 13 85


Philippines

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