IAM & Family Office

Digital Customers Portal

Digital Customers Portal

Provide customers with the transparency they require
Give customers an amazing digital experience. Our web client platform and tablet application provide customers with a 360° overview of their portfolio valuation, performance, future cash flows and personal reports. Give customers access to your investment strategy. Our configurator lets you easily personalize the user experience, from the visual design to data visualization, and available reports and fact sheets.


Make customers relationship a more personal experience
Provide each individual customer with an exclusive digital relationship experience, using the most modern features such as secured messaging and report sharing. We have designed each and every feature to lead customers to create their own uniquely suitable experience on the basis of their contact preferences.


Differentiate yourself through customization
Just as no IAM & Family Office companies are identical, no two software systems should be identical. Different enterprises will look for emphasis in different areas. Prospero’s white label solution allows you to increase your brand reputation with a high quality, easy to use digital application. You can customize the functioning, look and feel of your whole system with a few simple clicks.

Visual Design
Extensive Access Management
Data Visualization


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Our Offices


Rue du Pont 22
1003 – Lausanne
+41 21 653 64 01


5 Shenton Way
#10-01, UIC Building
Singapore 068808

Dubai (UAE)

PO Box 500835
2506A Business Central Tower
Dubai Internet City


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