It’s time to attain operational excellence
Prospero Essential package has been designed specifically with smaller institutions in mind who doesn’t need the heavy machinery of a full wealth management platform. This solution contains all the relevant functionality required to operate a small to medium-sized family office. It is cost effective and can be operational in less than 2 months
Digitally-enhanced
Client Relationship
Increase
Front-Office Productivity
Attain
Operational Excellence
Key Features Overview
Swiss excellence in a single user-oriented wealth management solution
Our location in Switzerland puts us at the epicenter of developments in banking and finance. The close client relationships we have fostered in these industries over the past 30 years have helped us to continuously improve our offering. New clients benefit from state-of-the-art industry thinking, which feeds into Finartis’ rich end-to-end functionality and modular user oriented architecture. Your back office functions are seamlessly taken care of by our package so that you can focus on adding value in investments and client relationships.
Illiquid & Alternative Investments
Custodian Interfaces & Reconciliation
Portfolio Management
Automate your operation the way it needs to be
Portfolios are not just always changing because of the underlying assets; they’re also doing so in a constantly moving set of contexts. Prospero is an automated Portfolio Management tool which inherently recognizes every shift that can occur in this framework, before making the appropriate adjustments ‘Drift analysis’ is automatically conducted to establish how far a portfolio has moved from its target model. Prospero then recalibrates the portfolio in the context of its individual investment constraints, compliance rules, tax constraints and cash projections. The result is a solution which empowers Portfolio Managers by automatically restoring portfolios to their targets.
Risk Management
Being vigilant to the risks your business faces
Collateral Risk Management
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Customers management
Seamless management of current and prospective clients
Technology may be disrupting asset management but the companies that thrive will be those that put the clients at the forefront of their business. Prospero Suite has been designed to cater for client-focused finance and banking companies. All aspects of CRM are covered, from prospect & investor due diligence to compliance & profiling and relationship management.
Learn more
Digital Customers Portal
Provide customers with an eye-opening digital experience
Prospero Mobile App is a versatile multi-channel platform, which has been designed to be accessed anywhere: tablets, mobiles or laptops offer the same accessible interface. Prospero Mobile App provides your customers with a unique digital experience. Our solutions have drawn their inspiration from best-in-industry B2C applications to offer each individual customer the transparent and tailored investment advice they require, through a customizable multi-channel solution with a sleek interface.
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Analytics & reports
Comprehensive analytics, customizable reports
Asset Management is nothing without good analytics. Prospero comes with a 360° Customer, Model, Fund and Portfolio Overview, with a collection of analytics for the things you do every day, such as valuation or performance calculation. We provide you with a large range of specific business analytics tools based on your specific requirements. A Call to Action is provided so that whatever the analytical function you are in, you can identify opportunities, make data-guided decisions and execute the smartest trades.
Learn more
Illiquid & Alternative Investments
Generate alpha in your alternative investments
Learn more
Key asset classes coverage
Equity
Fund
Deposit & Loan
Private Equity
Hedge Fund
Structured Products
Real Estate
Fixed Income
Cash
Limited Partnership
Derivative
And More
Custodian Interfaces & Reconciliation
Finartis has established a wide range of connections to custodians, and data providers and facilitates core-banking systems integration through its open API. This allows us streamline and automate your middle and back office with advanced connections from numerous sources and to present data in a clean and coherent manner. Our team of finance and technology experts connects you to your counterparties and market infrastructures worldwide, enabling standardized, straight-through processing from settlement to corporate actions, saving costs and reducing risks.
Learn more
Pricing & Valuation
Reach operational excellence through a modern pricing and valuation module
Learn more
Middle & Back Office
It’s time for you to attain operational excellence
Trade confirmation, standard settlement instructions, post trade matching, settlement and reconciliation
Prospero provides a full suite of services for automatic trade transmission reconciliation. It guarantees that all of your company’s data will always be clean and up to date. Finartis provides you with the ability to streamline and automate your middle and back office.
Modern Architecture
The art of designing a simple and modern architecture
A fusion of flexibility, brightness and scalability
An asset management solution that reflects a changing industry
Asset Management is an industry which is undergoing a shakeup on a number of fronts. A combination of shifting regulations, sophisticated markets and disruptive technology mean that a once relatively comfortable industry is now experiencing dramatic change. Prospero Suite has been designed to counterbalance these changes, allowing asset management firms to thrive amid the new reality being faced by companies in the industry. Over the past number of years, it seemed like asset management didn’t know where change was coming from next. With Prospero Suite, you’ll be prepared for whatever comes.
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Key Features Overview
Swiss excellence in a single user-oriented wealth management solution
Our location in Switzerland puts us at the epicenter of developments in banking and finance. The close client relationships we have fostered in these industries over the past 30 years have helped us to continuously improve our offering. New clients benefit from state-of-the-art industry thinking, which feeds into Finartis’ rich end-to-end functionality and modular user oriented architecture. Your back office functions are seamlessly taken care of by our package so that you can focus on adding value in investments and client relationships.
Investment Strategy
“Be smart. Don’t try to time the market” Bloomberg
Sophisticated markets call for sophisticated strategies. Prospero Suite provides a 360 degree overview of your models’ and portfolios’ overall situation, so that your investment strategy is devised using all available information – its valuation, performance and relation to individual or blended benchmarks. You can check the viability of the strategy by stress-testing the portfolio’s asset allocation. There is everything you need to define market-leading strategy.
Portfolio Management
Automate your operation the way it needs to be
Portfolios are not just always changing because of the underlying assets; they’re also doing so in a constantly moving set of contexts. Prospero is an automated Portfolio Management tool which inherently recognizes every shift that can occur in this framework, before making the appropriate adjustments ‘Drift analysis’ is automatically conducted to establish how far a portfolio has moved from its target model. Prospero then recalibrates the portfolio in the context of its individual investment constraints, compliance rules, tax constraints and cash projections. The result is a solution which empowers Portfolio Managers by automatically restoring portfolios to their targets.
Risk Management
Being vigilant to the risks your business faces
Market Risk Management
Credit Risk Management
Collateral Risk Management
Customers Management
Seamless management of current and prospective clients
Technology may be disrupting asset management but the companies that thrive will be those that put the clients at the forefront of their business. Prospero Suite has been designed to cater for client-focused finance and banking companies. All aspects of CRM are covered, from prospect & investor due diligence to compliance & profiling and relationship management.
Digital Customers Portal
Provide customers with an eye-opening digital experience
Prospero Mobile App is a versatile multi-channel platform, which has been designed to be accessed anywhere: tablets, mobiles or laptops offer the same accessible interface. Prospero Mobile App provides your customers with a unique digital experience. Our solutions have drawn their inspiration from best-in-industry B2C applications to offer each individual customer the transparent and tailored investment advice they require, through a customizable multi-channel solution with a sleek interface.
Analytics & Reports
Comprehensive analytics, customizable reports
Asset Management is nothing without good analytics. Prospero comes with a 360° Customer, Model, Fund and Portfolio Overview, with a collection of analytics for the things you do every day, such as valuation or performance calculation. We provide you with a large range of specific business analytics tools based on your specific requirements. A Call to Action is provided so that whatever the analytical function you are in, you can identify opportunities, make data-guided decisions and execute the smartest trades.
Illiquid & Alternative Investments
Generate alpha in your alternative investments
Custodian Interfaces & Reconciliation
Finartis has established a wide range of connections to custodians, and data providers and facilitates core-banking systems integration through its open API. This allows us streamline and automate your middle and back office with advanced connections from numerous sources and to present data in a clean and coherent manner. Our team of finance and technology experts connects you to your counterparties and market infrastructures worldwide, enabling standardized, straight-through processing from settlement to corporate actions, saving costs and reducing risks.
Pricing & Valuation
Reach operational excellence through a modern pricing and valuation module
Middle & Back Office
It’s time for you to attain operational excellence
Trade confirmation, standard settlement instructions, post trade matching, settlement and reconciliation
Prospero provides a full suite of services for automatic trade transmission reconciliation. It guarantees that all of your company’s data will always be clean and up to date. Finartis provides you with the ability to streamline and automate your middle and back office.
Implementation
Quick setup module
Forget complex installation, configuration and set-up: Prospero Quick Setup is a unique combination of best practice and guided configuration to help customers implement Prospero Wealth Management the way they need it to be. Designed for IT and business experts, Prospero Quick Setup integrates everything that new customers need throughout the entire implementation lifecycle, from data migration through to deployment and release.
Modern Architecture
The art of designing a simple and modern architecture
A fusion of flexibility, brightness and scalability
Scalable, Robust, Open API