Let data guide your decisions

“The goal is to turn data into information, and information into insight.” Carly Fiorina, Former CEO of HP.

Our proactive libraries help our customers to create new growth opportunities and strategies.
Prospero uses the latest Self-Service Business Intelligence Technology to offer a built-in Dashboards and Report Creator, which has been designed for total efficiency. It enables you to design reports and dashboards with drill up/down and slice/dice capabilities, either from scratch or by using pre-defined templates. Now you can manage entire libraries of analytics for without the need for IT competences, as these functions used to require. Keep it simple: now you can drag and drop data interfaces to create dynamic reports, visualization and dashboards just the way you want them.

Create your personal dashboard

SAGE gives you the ability to tailor your own personal custom-made product to each of your analytical needs. Our vision is to bring flexibility to your analytical needs, whether you are a bank, a finance company, one ‘ family service ‘ or one ‘ asset manager ‘ or a small independent brokerage.

We have the capacity to develop your dynamic dashboard which reflects your specific needs, both in terms of display as infrastructure of data.

Our catalog of performance indicators (KPIs) is rich and varied and allows an extremely fast integration in our dashboards. Thanks to our experience, we are capable of quickly and effectively developing new indicators to allow you to pilot your activity according to your reality.

Or use one of our dynamic dashboards

Dynamic Dashboards for Executives
Prospero Dynamic Dashboards for Executives is a powerful tool which takes your enterprise’s organizational structure into consideration and allows you to pilot activities in a very precise way. It emphasizes any of your specific needs in terms of management and activities follow-up. Our solution comes with all the indicators that you follow every day such as asset under management, team performance, budget allocation and your clients’ portfolios positions.

Achieving profitability is an integral part of our solution; our Profitability Management module includes indicators for income, costs and other data you need to analyze your profitability such as RoA and CoA.

Dynamic Dashboards for Portfolio Managers
Prospero Dynamic Dashboards for Portfolio Managers comes with a comprehensive, synthetic overview for all the portfolios you manage. Everything you need is included, from potential of earnings / risks of losses and variation of your assets under management to penetration of your funds. Users have the possibility to drill down to a granular level of analysis. Now you have the opportunity to compare, simulate and build up a relevant vision of the current situation for any specific portfolio under your control.

Dynamic Dashboards for Relationship Managers
Prospero Dynamic Dashboards allows Relationship Managers the entire follow-up of your customer’s activity on a daily basis. From the point of view of their investments/transactions to pure commercial activity (eg the number of visits), you will appreciate our dynamic, intuitive and ease of use Dashboards. Our solution comes with all of the indicators that you follow on a daily basis such as assets under management, objectives reached by budgets, customer’s portfolios, positions and activities.

Dynamic Dashboards for Internal Controllers
Prospero Dynamic Dashboards allows Internal Controllers to guarantee the respect of your internal directives such as the conformity of your asset allocations models and exposures.

Our solution provides users with the ability to manage a multitude of aspects for your daily tasks. Now you can adjust thresholds tolerance and deviations, using comprehensive dynamic dashboards. Then easily drill down into context of your choose including customer portfolio, relationship manager and asset class.

Dynamic Dashboards for Profitability Managers
Prospero Dynamic Dashboards allows Tax Managers to visualize the profitability by category, direct and indirect costs, RoA, CoA and profitability of your activities. Now you can analyze at a granular level the source of your incomes and costs; you so obtain a clear vision of your real performance, at any level of your organization (entities, RM’s, etc.).

Our Powerful tool, takes into consideration your organizational structure as well as the important axes of the activity, organized under the form of ‘ Dynamic Dashboards ‘, intuitive and ease of use.

Dynamic Dashboards for Tax Managers
Prospero Dynamic Dashboards allows Tax Managers to quickly and automatically reconcile the positions held in your customer’s portfolios for whom a fiscal certificate must be emitted. Our solution identifies the incoherence between Prospero and the fiscal used tool such as Easytax.

In parallel, it provides you with the possibility to better identify the operational impact on the team through relevant indicators such as the number of portfolios “in error” and the level of complexity.

Dynamic Dashboards for Data Managers
Prospero Dynamic Dashboards provides Data Managers with everything they need to guarantee high data quality and efficient flows. Now you access to a synthetic view which allows a pushed analysis of your logs and a successful management of the anomalies.

At the operational level, our solution supplies a precise follow-up of changes and a qualitative and quantitative control of your data. You have nothing to do our solution notifies you as soon as certain tolerance thresholds are exceeded.

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