Fund Management

Investors Management

Investors Management

The smartest way to promote
Our powerful Marketing module is much more than a great way to promote your investment and enterprise strategy. Now you can target current and prospective customers with tailored multi-channel campaigns. Prospero helps to make your communication totally professional from the outset. And when they’re ready, you just send your individual or mass-targeted messages, emails, news and articles in a single click. Once sent, you can track all the feedback you receive so as to improve your client profile, enterprise strategy, investment direction and marketing communication.


Prospects & investors profiling (AML, KYC eg. MIFID) sections

Extensive Information including Corporate Information
Client Relationships (e.g. Business, Family, etc.)
Contacts and Preferences
Investment Goals & Objectives
Investment Restrictions, Rules and Constraints
Suitability of the funds – MIFID
Investment Preferences, fees and Marketing
Customizable Sections


Simplify tasks and deepen relationships
With Prospero, you have everything you need to create perfect relationships. Configure preferences to remind you of each major event. Schedule and organize your contact activities with our simple-to-use Organizer, and generate tasks to perform using predefined processes. With Prospero, tasks such as preparing for client meetings and tracking feedback are effortless. In short, you will always be on track and on the ball.


Enhanced CRM functions
Providing targeted transparency has just become a whole lot easier. Prospero enhances the CRM functions of finance firms through customizable fact sheets and reports with detailed investment information and advanced analytics, which can be shared in a single click.

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