NEW YORK and ZURICH, May 14, 2020 /PRNewswire/ — Private Client Resources (PCR), the leading provider of total wealth data aggregation services to ultra-high net worth (UHNW) families and institutions today announced a partnership with FINARTIS SA, the leading Swiss-Based provider of investment management and risk reporting to major private banks, pensions, and family

Lausanne, Switzerland, 15 November 2019 – Fintech provider FINARTIS SA has added Amalgamated Investment Bank (AIB) to the community of users of its Prospero 365 solution for wealth management and fund administration.   FINARTIS will provide the investment bank with a highly automated platform integrating all front-to-back processes on multiple

IBS Intelligence, an independent publication covering the financial technology industry, annually releases its Sales League Table report based on the sales results of various global vendors catering to the industry. IBS Intelligence surveyed software vendors and based on their 2018 sales, FINARTIS’s Prospero emerged at the top position as the

UnionBank’s Wealth department joins FINARTIS’s community of users of its Prospero 365 solution for wealth management and fund administration Fintech provider FINARTIS SA has added Union Bank of the Philippines (UnionBank)’s Wealth department to the community of users of its Prospero 365 solution for wealth management and fund administration. This comes two

FINARTIS (formerly SAGE), has been named winner of the Excellence in Wealth Management Software Solutions award in the Global Fund Awards 2017 by Corporate Livewire. Honoring the outstanding performers in the financial services industry, the Awards recognized all aspects of the funds sector and awarded those who stood out with

FINARTIS (formerly SAGE) was one of the sponsors of this year’ Trust Officers Association of the Philippines (TOAP) annual convention which was held in Boracay, Philippines from February 23-25. The TOAP has members from of banks and investment houses duly licensed to perform trust, other fiduciary and investment functions. FINARTIS’s Chief Executive

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. 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

One of 10 Most Trusted Asset & Wealth Management Solution Providers of 2017 By Insights Success Wealth Managers traditionally work in an exceptionally unpredictable and competitive environment. This complexity originates from the constantly changing regulations that they should comply with, and has inherited cost as they have to alter procedures

Date: 17 – 18 October 2017 SAGE Group SA will be at the Trust Officers Association of the Philippines (TOAP)‘s annual summit to be held at the New World Makati Hotel from October 17-18. The theme for this year’s summit is “Driving Change” with the 2-day program focusing on the

Customer-centricity and advisory using technology By Kimberly Espiritu, Regional Sales Manager   Assets under management by robo-advisors in Asia is expected to grow to $2.2 trillion by 2020, with target market segments ranging from the average investor to high net worth individuals (Hartung, 2017). Regional and global foreign banks, apart