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

TOAP Annual Summit 2017

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

Philippines: Market Trends

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

SAGE Group SA, publisher of the Prospero software solution for global private banks and financial institutions worldwide, is pleased to announce the appointment of Ms. Kimberly Espiritu as Regional Sales Manager. Kimberly will be responsible for business development for the banking and financial services industry in the Philippines and South

7 things to look for by Jean-Luc Freymond, CEO of SAGE Group SA   Fund Administration is an essential service that presents an increasing importance and sensitivity in the financial industry. Institutions offering this service bear mounting responsibility as a result of more complex pricing methodologies, taxes and fees, as

TOAP Annual Convention 2017

Date: 3 – 5 March 2017 SAGE Group SA is returning to the Trust Officers Association of the Philippines (TOAP)‘s annual convention for 2017 which will be held this year at the Pearl Farm Beach Resort in Davao City from March 3 -5. The event usually gathers more than 100

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SAGE launches its new corporate identity

SAGE Group SA is an international leading software publisher for global private banks and financial institution which in 2016 celebrates 30 years of success. To mark the occasion, SAGE is launching a modernized visual identity and customer experience for its brand. The new corporate identity and product branding has been designed to

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