Wealth Management

Analytics & Reports

360° Customer, model, fund & portfolio overview
Prospero is a versatile multi-channel platform, which has been designed to be accessed anywhere and on any device. Prospero increases the productivity of your front-office staff by providing direct access to everything they need in a single click, thereby significantly reducing their administrative tasks. Our solution provide portfolio managers with a complete 360° overview of where their funds and portfolios have been and where they are headed to, as well as gaining the confidence to make suggestions about where you believe they can make improvements. Our analytics provide customers with a better perspective of day-to-day performance, valuation and forecasted future cash flows. These business analytics tools can be configured to each individual user so they can track the indicators most relevant to them.

Export, customize and share in all simplicity
Export, print or share all the analytics and reports you need to. From configurable automatic generation to specific on-demand needs, our Reports Editor enables you to deliver impressive targeted quality in terms of content and visual presentation.

Key general analytics

Key investment strategy analytics

Key market risk analytics

Key credit risk analytics

Key fund administration & accounting reports

Key audit reports

And much more…