{"id":1753,"date":"2016-06-16T07:24:50","date_gmt":"2016-06-16T07:24:50","guid":{"rendered":"http:\/\/www.sage.ch\/?page_id=1753"},"modified":"2022-08-30T09:34:53","modified_gmt":"2022-08-30T08:34:53","slug":"wealth-management","status":"publish","type":"page","link":"https:\/\/www.finartis.com\/test\/wealth-management\/","title":{"rendered":"Wealth Management"},"content":{"rendered":"<div class=\"row center-align hide-on-med-and-down\">\n<div class=\"col s12\">\n<h2>It&#8217;s time to attain operational excellence<\/h2>\n<p>Prospero 365\u2019s Wealth Management solution is designed and built in Switzerland, a country with a rich history in banking and finance. Switzerland\u2019s world-class banking industry is renowned for its diversity in products and services. Maintaining its status among the world\u2019s foremost banking industries requires highly dynamic systems that can support the wide range of operations it performs across the spectrum of asset classes, currencies and regulations. Prospero 365 allows each client to navigate this environment and become a reference in its space.<\/p>\n<\/div>\n<\/div>\n<div class=\"row center-align overview-3-blocks hide-on-med-and-down\">\n<div class=\"col s12 m12 l4\"><i class=\"pe-7s-users pe-4x pe-va\"><\/i><\/p>\n<h3>Digitally-enhanced<\/h3>\n<h2>Client Relationship<\/h2>\n<\/div>\n<div class=\"col s12 m12 l4\"><i class=\"pe-7s-graph2 pe-4x pe-va\"><\/i><\/p>\n<h3>Increase<\/h3>\n<h2>Front-Office Productivity<\/h2>\n<\/div>\n<div class=\"col s12 m12 l4\"><i class=\"pe-7s-cup pe-4x pe-va\"><\/i><\/p>\n<h3>Attain<\/h3>\n<h2>Operational Excellence<\/h2>\n<\/div>\n<\/div>\n<div class=\"row center-align hide-on-med-and-down\">\n<div class=\"col s12\">\n                <a class=\"waves-effect waves-light btn btn-light modal-trigger\" href=\"#demo-modal\">Request Demo<\/a> <a class=\"waves-effect waves-light btn btn-light SlideToTarget\" href=\"#section-footer-booklets\">Download Booklet<\/a><\/div>\n<\/div>\n<p><a href=\"#section-wealth-management-features\" class=\"SlideToTarget bottom-page-arrow hide-on-med-and-down\"><i class=\"pe-7s-angle-down pe-4x pe-va\"><\/i><\/a><\/p>\n<div id=\"section-wealth-management-features\" class=\"section sectionAnchor hide-on-med-and-down\">\n<div class=\"row no-margin-bottom\">\n<div class=\"col s12 m12 l5\"><img loading=\"lazy\" src=\"http:\/\/www.finartis.com\/wp-content\/uploads\/2016\/06\/homepage-prospero-365.png\" alt=\"homepage-prospero-365\" width=\"477\" height=\"270\" class=\"responsive-img size-full wp-image-1988\"><\/div>\n<div class=\"col s12 m12 l7\">\n<h3 class=\"no-margin-top\">Key Features Overview<\/h3>\n<h2>Swiss excellence in a single user-oriented wealth management solution<\/h2>\n<p>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 SAGE\u2019 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.<\/p>\n<\/div>\n<\/div>\n<div class=\"row\">\n<div class=\"col s12\">\n<ul class=\"tabs\">\n<li class=\"tab col s3\"><a class=\"active\" href=\"#wealthmanagementtab1\">Front Office<\/a><\/li>\n<li class=\"tab col s3\"><a href=\"#wealthmanagementtab2\">Middle &amp; Back Office<\/a><\/li>\n<\/ul>\n<\/div>\n<div id=\"wealthmanagementtab1\" class=\"col s12\">\n                    <a class=\"next-features-page\"> <i class=\"pe-7s-angle-right pe-5x\"><\/i> <\/a><\/p>\n<div class=\"row features-list\">\n                        <a class=\"SlideToTarget\" href=\"#section-digital-customers-portals\"><\/p>\n<div class=\"col s12 m6 l3 feature-digitalinvestors hoverable\">\n<h2><b>Digital<\/b> Customers Portal<\/h2>\n<div class=\"overlay\"><i class=\"pe-7s-search pe-va\"><\/i><\/div>\n<\/div>\n<p><\/a><a class=\"SlideToTarget\" href=\"#section-digital-customers-portals\"><\/a><a class=\"SlideToTarget\" href=\"#section-digital-customers-portals\">\t\t\t\t<\/a><br \/>\n<a class=\"SlideToTarget\" href=\"#wealthmanagement-crm-section\"><\/a><\/p>\n<p><a class=\"SlideToTarget\" href=\"#wealthmanagement-crm-section\"><\/a><\/p>\n<p><a class=\"SlideToTarget\" href=\"#wealthmanagement-crm-section\"><\/p>\n<div class=\"col s12 m6 l3 feature-wealthclientrelationship hoverable\">\n<h2><b>CRM<\/b> &amp; Sales Marketing<\/h2>\n<div class=\"overlay\"><i class=\"pe-7s-search pe-va\"><\/i><\/div>\n<\/div>\n<p><\/a><a class=\"SlideToTarget\" href=\"#wealthmanagement-crm-section\"><\/a><a class=\"SlideToTarget\" href=\"#wealthmanagement-crm-section\">\t\t\t\t<\/a><br \/>\n<a class=\"SlideToTarget\" href=\"#wealthmanagement-crm-section\"><\/a><\/p>\n<p><a class=\"SlideToTarget\" href=\"#wealthmanagement-crm-section\"><\/a><\/p>\n<p><a class=\"SlideToTarget\" href=\"#wealthmanagement-crm-section\"><\/p>\n<div class=\"col s12 m6 l3 feature-complianceandrisk hoverable\">\n<h2><b>Regulatory<\/b> Compliance<\/h2>\n<div class=\"overlay\"><i class=\"pe-7s-search pe-va\"><\/i><\/div>\n<\/div>\n<p><\/a><a class=\"SlideToTarget\" href=\"#wealthmanagement-crm-section\"><\/a><a class=\"SlideToTarget\" href=\"#wealthmanagement-crm-section\">\t\t\t\t<\/a><br \/>\n<a class=\"SlideToTarget\" href=\"#section-customers-advisory\"><\/a><\/p>\n<p><a class=\"SlideToTarget\" href=\"#section-customers-advisory\"><\/a><\/p>\n<p><a class=\"SlideToTarget\" href=\"#section-customers-advisory\"><\/p>\n<div class=\"col s12 m6 l3 feature-investorsmanagement hoverable\">\n<h2><b>Customers Advisory<\/b> &amp; Relationship Management<\/h2>\n<div class=\"overlay\"><i class=\"pe-7s-search pe-va\"><\/i><\/div>\n<\/div>\n<p><\/a><a class=\"SlideToTarget\" href=\"#section-customers-advisory\"><\/a><a class=\"SlideToTarget\" href=\"#section-customers-advisory\">\t\t\t\t<\/a><br \/>\n<a class=\"SlideToTarget\" href=\"#section-investment-strategy\"><\/a><\/p>\n<p><a class=\"SlideToTarget\" href=\"#section-investment-strategy\"><\/a><\/p>\n<p><a class=\"SlideToTarget\" href=\"#section-investment-strategy\"><\/p>\n<div class=\"col s12 m6 l3 feature-investmentstrategy hoverable\">\n<h2><b>Investment Strategy<\/b> &amp; Portfolio Management<\/h2>\n<div class=\"overlay\"><i class=\"pe-7s-search pe-va\"><\/i><\/div>\n<\/div>\n<p><\/a><a class=\"SlideToTarget\" href=\"#section-investment-strategy\"><\/a><a class=\"SlideToTarget\" href=\"#section-investment-strategy\">\t\t\t\t<\/a><br \/>\n<a class=\"SlideToTarget\" href=\"#section-connectivity\"><\/a><\/p>\n<p><a class=\"SlideToTarget\" href=\"#section-connectivity\"><\/a><\/p>\n<p><a class=\"SlideToTarget\" href=\"#section-connectivity\"><\/p>\n<div class=\"col s12 m6 l3 feature-ordermanagement hoverable\">\n<h2><b>Order<\/b> Management<\/h2>\n<div class=\"overlay\"><i class=\"pe-7s-search pe-va\"><\/i><\/div>\n<\/div>\n<p><\/a><a class=\"SlideToTarget\" href=\"#section-connectivity\"><\/a><a class=\"SlideToTarget\" href=\"#section-connectivity\">\t\t\t\t<\/a><br \/>\n<a class=\"SlideToTarget\" href=\"#section-wealth-analytics\"><\/a><\/p>\n<p><a class=\"SlideToTarget\" href=\"#section-wealth-analytics\"><\/a><\/p>\n<p><a class=\"SlideToTarget\" href=\"#section-wealth-analytics\"><\/p>\n<div class=\"col s12 m6 l6 feature-analyticsreports hoverable\">\n<h2><b>Analytics<\/b> &amp; Reports<\/h2>\n<div class=\"overlay\"><i class=\"pe-7s-search pe-va\"><\/i><\/div>\n<\/div>\n<p><\/a><a class=\"SlideToTarget\" href=\"#section-wealth-analytics\"><\/a><a class=\"SlideToTarget\" href=\"#section-wealth-analytics\">\t\t\t\t<\/a><\/p>\n<\/div>\n<\/div>\n<div id=\"wealthmanagementtab2\" class=\"col s12\">\n                    <a class=\"previous-features-page\"> <i class=\"pe-7s-angle-left pe-5x\"><\/i> <\/a><\/p>\n<div class=\"row features-list\">\n                        <a class=\"SlideToTarget\" href=\"#section-key-asset-classes\"><\/p>\n<div class=\"col s12 m6 l3 feature-connectivity hoverable\">\n<h2><b>Custodian Interfaces<\/b> &amp; Reconciliation<\/h2>\n<div class=\"overlay\"><i class=\"pe-7s-search pe-va\"><\/i><\/div>\n<\/div>\n<p><\/a><a class=\"SlideToTarget\" href=\"#section-key-asset-classes\"><\/a><a class=\"SlideToTarget\" href=\"#section-key-asset-classes\">\t\t\t\t<\/a><br \/>\n<a class=\"SlideToTarget\" href=\"#section-key-asset-classes\"><\/a><\/p>\n<p><a class=\"SlideToTarget\" href=\"#section-key-asset-classes\"><\/a><\/p>\n<p><a class=\"SlideToTarget\" href=\"#section-key-asset-classes\"><\/p>\n<div class=\"col s12 m6 l3 feature-pricingandfund hoverable\">\n<h2><b>Pricing<\/b> &amp; Valuation<\/h2>\n<div class=\"overlay\"><i class=\"pe-7s-search pe-va\"><\/i><\/div>\n<\/div>\n<p><\/a><a class=\"SlideToTarget\" href=\"#section-key-asset-classes\"><\/a><a class=\"SlideToTarget\" href=\"#section-key-asset-classes\">\t\t\t\t<\/a><br \/>\n<a class=\"SlideToTarget\" href=\"#section-corporate-actions\"><\/a><\/p>\n<p><a class=\"SlideToTarget\" href=\"#section-corporate-actions\"><\/a><\/p>\n<p><a class=\"SlideToTarget\" href=\"#section-corporate-actions\"><\/p>\n<div class=\"col s12 m6 l3 feature-corporateactions hoverable\">\n<h2><b>Corporate<\/b> Actions<\/h2>\n<div class=\"overlay\"><i class=\"pe-7s-search pe-va\"><\/i><\/div>\n<\/div>\n<p><\/a><a class=\"SlideToTarget\" href=\"#section-corporate-actions\"><\/a><a class=\"SlideToTarget\" href=\"#section-corporate-actions\">\t\t\t\t<\/a><br \/>\n<a class=\"SlideToTarget\" href=\"#section-corporate-actions\"><\/a><\/p>\n<p><a class=\"SlideToTarget\" href=\"#section-corporate-actions\"><\/a><\/p>\n<p><a class=\"SlideToTarget\" href=\"#section-corporate-actions\"><\/p>\n<div class=\"col s12 m6 l3 feature-fees hoverable\">\n<h2><b>Fees<\/b><\/h2>\n<div class=\"overlay\"><i class=\"pe-7s-search pe-va\"><\/i><\/div>\n<\/div>\n<p><\/a><a class=\"SlideToTarget\" href=\"#section-corporate-actions\"><\/a><a class=\"SlideToTarget\" href=\"#section-corporate-actions\">\t\t\t\t<\/a><br \/>\n<a class=\"SlideToTarget\" href=\"#section-operation\"><\/a><\/p>\n<p><a class=\"SlideToTarget\" href=\"#section-operation\"><\/a><\/p>\n<p><a class=\"SlideToTarget\" href=\"#section-operation\"><\/p>\n<div class=\"col s12 m6 l3 feature-middlebackoffice hoverable\">\n<h2><b>Operations<\/b><\/h2>\n<div class=\"overlay\"><i class=\"pe-7s-search pe-va\"><\/i><\/div>\n<\/div>\n<p><\/a><a class=\"SlideToTarget\" href=\"#section-operation\"><\/a><a class=\"SlideToTarget\" href=\"#section-operation\">\t\t\t\t<\/a><br \/>\n<a class=\"SlideToTarget\" href=\"#section-treasury\"><\/a><\/p>\n<p><a class=\"SlideToTarget\" href=\"#section-treasury\"><\/a><\/p>\n<p><a class=\"SlideToTarget\" href=\"#section-treasury\"><\/p>\n<div class=\"col s12 m6 l3 feature-treasury hoverable\">\n<h2><b>Treasury<\/b><\/h2>\n<div class=\"overlay\"><i class=\"pe-7s-search pe-va\"><\/i><\/div>\n<\/div>\n<p><\/a><a class=\"SlideToTarget\" href=\"#section-treasury\"><\/a><a class=\"SlideToTarget\" href=\"#section-treasury\">\t\t\t\t<\/a><br \/>\n<a class=\"SlideToTarget\" href=\"#section-treasury\"><\/a><\/p>\n<p><a class=\"SlideToTarget\" href=\"#section-treasury\"><\/a><\/p>\n<p><a class=\"SlideToTarget\" href=\"#section-treasury\"><\/p>\n<div class=\"col s12 m6 l3 feature-accounting hoverable\">\n<h2><b>Acounting<\/b><\/h2>\n<div class=\"overlay\"><i class=\"pe-7s-search pe-va\"><\/i><\/div>\n<\/div>\n<p><\/a><a class=\"SlideToTarget\" href=\"#section-treasury\"><\/a><a class=\"SlideToTarget\" href=\"#section-treasury\">\t\t\t\t<\/a><br \/>\n<a class=\"SlideToTarget\" href=\"#section-fund-admin-transfer-agency\"><\/a><\/p>\n<p><a class=\"SlideToTarget\" href=\"#section-fund-admin-transfer-agency\"><\/a><\/p>\n<p><a class=\"SlideToTarget\" href=\"#section-fund-admin-transfer-agency\"><\/p>\n<div class=\"col s12 m6 l3 feature-fundadminaccount hoverable\">\n<h2><b>Fund Administration<\/b> &amp; Transfer Agency<\/h2>\n<div class=\"overlay\"><i class=\"pe-7s-search pe-va\"><\/i><\/div>\n<\/div>\n<p><\/a><a class=\"SlideToTarget\" href=\"#section-fund-admin-transfer-agency\"><\/a><a class=\"SlideToTarget\" href=\"#section-fund-admin-transfer-agency\">\t\t\t\t<\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div id=\"section-digital-customers-portals\" class=\"section sectionAnchor center-align hide-on-med-and-down\">\n<div class=\"row center-align\">\n<div class=\"col s12\">\n<h3>Digital Customers Portal<\/h3>\n<h2>Provide customers with an eye-opening digital experience<\/h2>\n<p>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. Our digital solution 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.<\/p>\n<\/div>\n<\/div>\n<div class=\"row\">\n<div class=\"col s12 center-align\">\n                    <img loading=\"lazy\" src=\"http:\/\/www.finartis.com\/wp-content\/uploads\/2016\/06\/wealth-management-digital-customers-portals_resized.jpg\" alt=\"wealth-management-digital-customers-portals_resized\" width=\"1000\" height=\"495\" class=\"responsive-img size-full wp-image-1991\" srcset=\"https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/06\/wealth-management-digital-customers-portals_resized.jpg 1000w, https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/06\/wealth-management-digital-customers-portals_resized-500x248.jpg 500w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/><\/div>\n<\/div>\n<div class=\"row\">\n<div class=\"col s12 center-align\">\n            <a class=\"btn btn-light waves-effect waves-light\" href=\"http:\/\/www.finartis.com\/product-features\/digital-customers-portals-2\/\"> Learn more <\/a><\/div>\n<\/div>\n<\/div>\n<div id=\"wealthmanagement-crm-section\" class=\"section sectionAnchor nocontainer hide-on-med-and-down\">\n<div class=\"row\">\n<div id=\"wmcrm-imagecol1\" class=\"col s12 m12 l6 imagecol\"><\/div>\n<div class=\"col s12 m12 l6\">\n<h3>CRM &amp; Sales Marketing<\/h3>\n<h2>CRM with a capital \u201cC\u201d<\/h2>\n<p>If 30 years in this industry has taught us anything, it\u2019s that the client is what drives success. When it comes to CRM, the initial C \u2013 client \u2013 should be capitalized to emphasize its importance. Our CRM tool reflects this view.  Track and manage clients\u2019 investment goals and objectives, investment constraints and preferences. You can also set monitor and contact preferences (including reporting and sales-marketing) so that your relationship with the client matches their requirements.<\/p>\n<p><a class=\"btn btn-light waves-effect waves-light\" href=\"http:\/\/www.finartis.com\/product-features\/crm-sales-marketing\/\"> Learn more <\/a><\/p>\n<\/div>\n<div class=\"col s12 m12 l6\">\n<h3>Regulatory Compliance<\/h3>\n<h2>Because knowing your customer is where your company\u2019s value lies<\/h2>\n<p>In Wealth Management, knowing your customer is not just important from a relationship viewpoint, but also from a compliance viewpoint. Regulations governing business-client relationships are becoming increasingly stringent, while clients themselves are understandably more demanding in areas like transparency and risk management. Our compliance module offers extensive client due diligence compliance &amp; profiling (AML, KYC e.g. MIFID), as well as accurate and up-to-date client risk profiling.<\/p>\n<p><a class=\"btn btn-light waves-effect waves-light\" href=\"http:\/\/www.finartis.com\/product-features\/regulatory-compliance\/\"> Learn more <\/a><\/p>\n<\/div>\n<div id=\"wmcrm-imagecol2\" class=\"col s12 m12 l6 imagecol\"><\/div>\n<\/div>\n<\/div>\n<div id=\"section-customers-advisory\" class=\"section sectionAnchor hide-on-med-and-down\">\n<div class=\"row center-align\">\n<div class=\"col s12\">\n<h3>Customers Advisory &amp; Relationship Management<\/h3>\n<h2>Save time and money with targeted relationships<\/h2>\n<p>Clients in the wealth management industry have placed relationship managers in a privileged position, trusting them with their family\u2019s capital and their long-term prosperity. This position demands that relationship managers are seen to be proactive. Prospero\u2019s aim is to constantly exceed client expectations, perfect relationships and reduce administrative tasks.<\/p>\n<p><img loading=\"lazy\" src=\"http:\/\/www.finartis.com\/wp-content\/uploads\/2016\/06\/wealth-management-customers-advisory-resized.jpg\" alt=\"wealth-management-customers-advisory-resized\" width=\"600\" height=\"545\" class=\"responsive-img size-full wp-image-2086\" srcset=\"https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/06\/wealth-management-customers-advisory-resized.jpg 600w, https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/06\/wealth-management-customers-advisory-resized-330x300.jpg 330w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><br \/>\n<a class=\"btn btn-light waves-effect waves-light\" href=\"http:\/\/www.finartis.com\/product-features\/customers-advisory\/\"> Learn more <\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<div id=\"section-risk-management\" class=\"section auto-height no-margin-top hide-on-med-and-down\">\n<div class=\"row center-align\">\n<div class=\"col s12\">\n<h3>Risk Management<\/h3>\n<h2>Being vigilant to the risks your business faces<\/h2>\n<div class=\"col s12 m4 l4\">\n<div class=\"chip\">Market Risk Management<\/div>\n<\/div>\n<div class=\"col s12 m4 l4\">\n<div class=\"chip\">Credit Risk Management<\/div>\n<\/div>\n<div class=\"col s12 m4 l4\">\n<div class=\"chip\">Collateral Risk Management<\/div>\n<\/div>\n<p><a class=\"btn btn-light waves-effect waves-light\" href=\"http:\/\/www.finartis.com\/product-features\/risk-management\/\">Learn more<\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<div id=\"section-connectivity\" class=\"section sectionAnchor full-width hide-on-med-and-down\">\n<div class=\"row\">\n<div class=\"col s12\">\n<h3>STP &#8211; Straight Through Processing<\/h3>\n<h2>Achieve what needs to be achieved in the most efficient way possible<\/h2>\n<p><a class=\"btn btn-white waves-effect waves-light\" href=\"http:\/\/www.finartis.com\/product-features\/stp-straight-through-processing\/\"> Learn more <\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<div id=\"section-order-management\" class=\"section auto-height no-margin-top full-width hide-on-med-and-down\">\n<div class=\"row\">\n<div class=\"col s12 m6 l5\">\n                    <img loading=\"lazy\" src=\"http:\/\/www.finartis.com\/wp-content\/uploads\/2016\/06\/Order-management_resized.png\" alt=\"Order management_resized\" width=\"477\" height=\"420\" class=\"responsive-img size-full wp-image-2151\" srcset=\"https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/06\/Order-management_resized.png 477w, https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/06\/Order-management_resized-341x300.png 341w\" sizes=\"(max-width: 477px) 100vw, 477px\" \/><\/div>\n<div class=\"col s12 m6 l7\">\n<h3>Order Management<\/h3>\n<h2>Highly efficient order management<\/h2>\n<p>Quickly and easily generate pre-filled multi-portfolio, multi-security orders. Prospero supports a large range of asset classes, from the most common ones such as Long\/short equity, Fixed-Income and Funds to more complex derivatives and illiquid classes such as Private equity and Real estate.<\/p>\n<p>Our Order Manager module provides all the major features that portfolio\/wealth managers, brokers and traders need to be efficient in their daily tasks from (pre-trade) capture to execution management.<\/p>\n<p><a class=\"btn btn-light waves-effect waves-light\" href=\"http:\/\/www.finartis.com\/product-features\/order-management\/\"> Learn more <\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<div id=\"section-wealth-analytics\" class=\"section sectionAnchor hide-on-med-and-down\">\n<div class=\"row center-align\">\n<div class=\"col s12\">\n<h3>Analytics &amp; reports<\/h3>\n<h2>Comprehensive analytics, customizable reports<\/h2>\n<p>Wealth Management is nothing without good analytics. Prospero comes with a 360\u00b0 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. These high-quality reports can be generated automatically or at the click of a mouse button, meaning clients gain an overview of their portfolio on request, wrapped up in an attractive professional presentation.<\/p>\n<\/div>\n<div class=\"row\">\n<div class=\"col s12\">\n                        <img loading=\"lazy\" src=\"http:\/\/www.finartis.com\/wp-content\/uploads\/2016\/06\/analytics-and-reports-resized.png\" alt=\"analytics-and-reports-resized\" width=\"1100\" height=\"529\" class=\"responsive-img size-full wp-image-1999\" srcset=\"https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/06\/analytics-and-reports-resized.png 1100w, https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/06\/analytics-and-reports-resized-500x240.png 500w, https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/06\/analytics-and-reports-resized-1024x492.png 1024w\" sizes=\"(max-width: 1100px) 100vw, 1100px\" \/><\/div>\n<\/div>\n<div class=\"row\">\n<div class=\"col s12\">\n                        <a class=\"btn btn-light waves-effect waves-light\" href=\"http:\/\/www.finartis.com\/product-features\/analytics-reports-2\/\"> Learn more <\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<div id=\"section-key-asset-classes\" class=\"section sectionAnchor nocontainer no-margin-top hide-on-med-and-down\">\n<div class=\"row\">\n<div class=\"col s12 m12 l6 imagecol\"><\/div>\n<div class=\"col s12 m12 l6\">\n<h2>Key asset classes coverage<\/h2>\n<div class=\"chip\">Equity<\/div>\n<div class=\"chip\">Fund<\/div>\n<div class=\"chip\">Deposit &amp; Loan<\/div>\n<div class=\"chip\">Private Equity<\/div>\n<div class=\"chip\">Hedge Fund<\/div>\n<div class=\"chip\">Structured Products<\/div>\n<div class=\"chip\">Real Estate<\/div>\n<div class=\"chip\">Fixed Income<\/div>\n<div class=\"chip\">Cash<\/div>\n<div class=\"chip\">Limited Partnership<\/div>\n<div class=\"chip\">Derivative<\/div>\n<div class=\"chip\">And More<\/div>\n<\/div>\n<\/div>\n<div class=\"row\">\n<div class=\"col s12 m12 l6\" style=\"background: #fff;\">\n<h3>Custodian Interfaces &amp; Reconciliation<\/h3>\n<p>SAGE 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.<\/p>\n<p><a class=\"btn btn-light waves-effect waves-light\" href=\"http:\/\/www.finartis.com\/product-features\/custodian-interfaces-reconciliation\/\"> Learn more <\/a><\/p>\n<\/div>\n<div class=\"col s12 m12 l6\" style=\"background: #fff;border-left: 1px solid #ddd;\">\n<h3>Pricing &amp; Valuation<\/h3>\n<h2>Reach operational excellence through a modern pricing and valuation module<\/h2>\n<p><a class=\"btn btn-light waves-effect waves-light\" href=\"http:\/\/www.finartis.com\/product-features\/pricing-and-valuation-wm\/\"> Learn more <\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<div id=\"section-corporate-actions\" class=\"section sectionAnchor full-width hide-on-med-and-down\">\n<div class=\"row\">\n<div class=\"col s12 m6 l7\">\n<h3>Corporate Actions<\/h3>\n<h2>Increase efficiency in your corporate actions<\/h2>\n<p>Prospero automates your entire corporate action processes, including everything from event capture right through to claims and settlements. Everything which can be automated in a risk-free manner is taken off your hands. You can significantly reduce the workload for almost every event.<\/p>\n<p><a class=\"btn btn-light waves-effect waves-light\" href=\"http:\/\/www.finartis.com\/product-features\/corporate-actions-2\/\"> Learn more <\/a><\/p>\n<\/div>\n<div class=\"col s12 m6 l4 push-l1\">\n                    <img loading=\"lazy\" src=\"http:\/\/www.finartis.com\/wp-content\/uploads\/2016\/06\/wealth-management-corporate-actions_EG_resized.png\" alt=\"wealth-management-corporate-actions_EG_resized\" width=\"377\" height=\"324\" class=\"responsive-img size-full wp-image-2147\" srcset=\"https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/06\/wealth-management-corporate-actions_EG_resized.png 377w, https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/06\/wealth-management-corporate-actions_EG_resized-349x300.png 349w\" sizes=\"(max-width: 377px) 100vw, 377px\" \/><\/div>\n<\/div>\n<div class=\"row\">\n<div class=\"col s12\">\n<div class=\"divider\" style=\"margin-bottom: 2rem;\"><\/div>\n<\/div>\n<\/div>\n<div class=\"row\">\n<div class=\"col s12 m6 l3 no-margin-top\">\n                    <img loading=\"lazy\" src=\"http:\/\/www.finartis.com\/wp-content\/uploads\/2016\/06\/wealth-management-fees_resized.png\" alt=\"wealth-management-fees_resized\" width=\"260\" height=\"350\" class=\"responsive-img size-full wp-image-2148\" srcset=\"https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/06\/wealth-management-fees_resized.png 260w, https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/06\/wealth-management-fees_resized-223x300.png 223w\" sizes=\"(max-width: 260px) 100vw, 260px\" \/><\/div>\n<div class=\"col s12 m6 l8 push-l1\">\n<h3>Fees<\/h3>\n<h2>Streamline your fee process<\/h2>\n<p>Prospero provides complete control and organization \u2013 everything you need in terms of automated fee calculation and processing is provided. It allows you to integrate checks throughout the fee process, making it more reliable, cost effective and efficient. The daily challenges faced in terms of fees include asset valuation after distribution, AUM segregation, application of commission rates\/tiers\/discounts, calculation of performance\/high water marks and a range of other complications. Prospero has been designed to cater for every eventuality, so that you spend less time on small, but nonetheless essential tasks.<\/p>\n<p><a class=\"btn btn-light waves-effect waves-light\" href=\"http:\/\/www.finartis.com\/product-features\/fees-2\/\"> Learn more <\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<div id=\"section-operation\" class=\"section sectionAnchor hide-on-med-and-down\">\n<div class=\"row center-align\">\n<div class=\"col s12\">\n<h3>Operations<\/h3>\n<h2>It\u2019s time for you to attain operational excellence<\/h2>\n<p>Prospero automates the entire post trade process, significantly reducing the workload of value-adding employees. Managers can rest assured that everything from trade transmission to book and confirmation is being taken care of by an efficient tool, which has been developed by a team of dedicated practitioners. The Prospero post-trade operations module provides comprehensive multi-currency, multi-asset class and multi-market support for transactions using automatic trade transmission (STP) between middle\/back office and custodians\/brokers. Post-trade instructions and confirmations are implemented using SWIFT messages.<\/p>\n<\/div>\n<\/div>\n<div class=\"row\">\n<div class=\"col s12 center-align\">\n                    <img loading=\"lazy\" src=\"http:\/\/www.finartis.com\/wp-content\/uploads\/2016\/06\/wealth_management_operation_ts_resized.jpg\" alt=\"wealth_management_operation_ts_resized\" width=\"610\" height=\"525\" class=\"responsive-img size-full wp-image-2105\" srcset=\"https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/06\/wealth_management_operation_ts_resized.jpg 610w, https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/06\/wealth_management_operation_ts_resized-349x300.jpg 349w\" sizes=\"(max-width: 610px) 100vw, 610px\" \/><br \/>\n<a class=\"btn btn-light waves-effect waves-light\" href=\"http:\/\/www.finartis.com\/product-features\/operations\/\"> Learn more <\/a><\/div>\n<\/div>\n<\/div>\n<div id=\"section-treasury\" class=\"section sectionAnchor nocontainer hide-on-med-and-down\">\n<div class=\"row\">\n<div id=\"wmcrm-imagecol1\" class=\"col s12 m12 l6 imagecol\"><\/div>\n<div class=\"col s12 m12 l6\">\n<h3>Treasury<\/h3>\n<h2>Market leading reporting and forecasting tool<\/h2>\n<p>With Prospero Treasury Module, you have everything you need to reach excellence.  Whatever your strategy, Prospero helps you to build the adequate framework, to set up an outstanding relationship with your banks, to achieve the perfect balance of your liquidity \/cash shortfall and overdraft, and directs you towards astute strategies to reduce your exposure to currency exchange risk.<\/p>\n<p><a class=\"btn btn-light waves-effect waves-light\" href=\"http:\/\/www.finartis.com\/product-features\/treasury\/\"> Learn more <\/a><\/p>\n<\/div>\n<div class=\"col s12 m12 l6\">\n<h3>Accounting<\/h3>\n<h2>Maximize efficiency in your accounting processes<\/h2>\n<p>The Prospero Accounting module offers a comprehensive range of features, including automated processes, solutions for legally complex structures and report generation for any of your account requirements (IFRS, Swiss GAAP, US GAAP, etc.), allowing managers to focus on the higher value-creating aspects of your business.<\/p>\n<p><a class=\"btn btn-light waves-effect waves-light\" href=\"http:\/\/www.finartis.com\/product-features\/accounting\/\"> Learn more <\/a><\/p>\n<\/div>\n<div id=\"wmcrm-imagecol2\" class=\"col s12 m12 l6 imagecol\"><\/div>\n<\/div>\n<\/div>\n<div id=\"section-fund-admin-transfer-agency\" class=\"section sectionAnchor auto-height center-align no-margin-top hide-on-med-and-down\">\n<div class=\"row\">\n<div class=\"col s12\">\n<h3>Fund Administration &amp; Transfer Agency<\/h3>\n<h2>Efficiency, professionalism and quality at the forefront<\/h2>\n<\/div>\n<\/div>\n<div class=\"row\">\n<div class=\"col s12\">\n                    <img loading=\"lazy\" src=\"http:\/\/www.finartis.com\/wp-content\/uploads\/2016\/06\/wealth-management-fund-admin-account-transfer-resized.jpg\" alt=\"wealth-management-fund-admin-account-transfer-resized\" width=\"1000\" height=\"544\" class=\"responsive-img size-full wp-image-1998\" srcset=\"https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/06\/wealth-management-fund-admin-account-transfer-resized.jpg 1000w, https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/06\/wealth-management-fund-admin-account-transfer-resized-500x272.jpg 500w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/><\/div>\n<\/div>\n<div class=\"row\">\n<div class=\"col s12\">\n                    <a class=\"btn btn-light waves-effect waves-light\" href=\"http:\/\/www.finartis.com\/product-features\/fund-administration-accounting-transfer-agency\/\"> Learn more <\/a><\/div>\n<\/div>\n<\/div>\n<div class=\"overview mobile\">\n<div class=\"row\">\n<div class=\"col s12\">\n<h2>It&#8217;s time to attain operational excellence<\/h2>\n<p>Prospero 365\u2019s Wealth Management solution is designed and built in Switzerland, a country with a rich history in banking and finance. Switzerland\u2019s world-class banking industry is renowned for its diversity in products and services. Maintaining its status among the world\u2019s foremost banking industries requires highly dynamic systems that can support the wide range of operations it performs across the spectrum of asset classes, currencies and regulations. Prospero 365 allows each client to navigate this environment and become a reference in its space.<\/p>\n<p><a class=\"waves-effect waves-light btn btn-light\" href=\"http:\/\/www.finartis.com\/try-our-demo\/\">Request Demo<\/a> <a class=\"waves-effect waves-light btn btn-light SlideToTarget\" href=\"#section-footer-booklets\">Download Booklet<\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"section darkblue mobile\">\n<div class=\"row\">\n<div class=\"col s12\">\n<h3>Key Features Overview<\/h3>\n<h2>Swiss excellence in a single user-oriented wealth management solution<\/h2>\n<p>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 SAGE\u2019 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.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"section mobile\">\n<div class=\"row\">\n<div class=\"col s12\">\n                    <img loading=\"lazy\" src=\"http:\/\/www.finartis.com\/wp-content\/uploads\/2016\/06\/wm_digital_customer_portal.png\" alt=\"wm_digital_customer_portal\" width=\"705\" height=\"350\" class=\"alignnone size-full wp-image-2822\" srcset=\"https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/06\/wm_digital_customer_portal.png 705w, https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/06\/wm_digital_customer_portal-500x248.png 500w\" sizes=\"(max-width: 705px) 100vw, 705px\" \/><\/p>\n<h3>Digital Customers Portal<\/h3>\n<h2>Provide customers with an eye-opening digital experience<\/h2>\n<p>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. Our digital solution 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.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"section light mobile\">\n<div class=\"row\">\n<div class=\"col s12\">\n                    <img loading=\"lazy\" src=\"http:\/\/www.finartis.com\/wp-content\/uploads\/2016\/06\/wealth_management_crm_sales_marketing.jpg\" alt=\"wealth_management_crm_sales_marketing\" width=\"705\" height=\"470\" class=\"alignnone size-full wp-image-2824\" srcset=\"https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/06\/wealth_management_crm_sales_marketing.jpg 705w, https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/06\/wealth_management_crm_sales_marketing-450x300.jpg 450w\" sizes=\"(max-width: 705px) 100vw, 705px\" \/><\/p>\n<h3>CRM &amp; Sales Marketing<\/h3>\n<h2>CRM with a capital \u201cC\u201d<\/h2>\n<p>If 30 years in this industry has taught us anything, it\u2019s that the client is what drives success. When it comes to CRM, the initial C \u2013 client \u2013 should be capitalized to emphasize its importance. Our CRM tool reflects this view. Track and manage clients\u2019 investment goals and objectives, investment constraints and preferences. You can also set monitor and contact preferences (including reporting and sales-marketing) so that your relationship with the client matches their requirements.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"section mobile\">\n<div class=\"row\">\n<div class=\"col s12\">\n                    <img loading=\"lazy\" src=\"http:\/\/www.finartis.com\/wp-content\/uploads\/2016\/06\/wm_regulatory_compliance.jpg\" alt=\"wm_regulatory_compliance\" width=\"705\" height=\"348\" class=\"alignnone size-full wp-image-2825\" srcset=\"https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/06\/wm_regulatory_compliance.jpg 705w, https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/06\/wm_regulatory_compliance-500x247.jpg 500w\" sizes=\"(max-width: 705px) 100vw, 705px\" \/><\/p>\n<h3>Regulatory Compliance<\/h3>\n<h2>Because knowing your customer is where your company\u2019s value lies<\/h2>\n<p>In Wealth Management, knowing your customer is not just important from a relationship viewpoint, but also from a compliance viewpoint. Regulations governing business-client relationships are becoming increasingly stringent, while clients themselves are understandably more demanding in areas like transparency and risk management. Our compliance module offers extensive client due diligence compliance &amp; profiling (AML, KYC e.g. MIFID), as well as accurate and up-to-date client risk profiling.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"section light mobile\">\n<div class=\"row\">\n<div class=\"col s12\">\n                    <img loading=\"lazy\" src=\"http:\/\/www.finartis.com\/wp-content\/uploads\/2016\/06\/wm-customers-advisory.png\" alt=\"wm-customers-advisory\" width=\"705\" height=\"640\" class=\"alignnone size-full wp-image-2826\" srcset=\"https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/06\/wm-customers-advisory.png 705w, https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/06\/wm-customers-advisory-330x300.png 330w\" sizes=\"(max-width: 705px) 100vw, 705px\" \/><\/p>\n<h3>Relationship Management<\/h3>\n<h2>Save time and money with targeted relationships<\/h2>\n<p>Clients in the wealth management industry have placed relationship managers in a privileged position, trusting them with their family\u2019s capital and their long-term prosperity. This position demands that relationship managers are seen to be proactive. Prospero\u2019s aim is to constantly exceed client expectations, perfect relationships and reduce administrative tasks.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"section darkblue mobile\">\n<div class=\"row\">\n<div class=\"col s12\">\n                    <img loading=\"lazy\" src=\"http:\/\/www.finartis.com\/wp-content\/uploads\/2016\/06\/wm-investment-strategy-portfolio-management.png\" alt=\"wm-investment-strategy-portfolio-management\" width=\"705\" height=\"606\" class=\"alignnone size-full wp-image-2827\" srcset=\"https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/06\/wm-investment-strategy-portfolio-management.png 705w, https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/06\/wm-investment-strategy-portfolio-management-349x300.png 349w\" sizes=\"(max-width: 705px) 100vw, 705px\" \/><\/p>\n<h3>Portfolio Management<\/h3>\n<h2>\u201cBe smart. Don\u2019t try to time the market\u201d Bloomberg<\/h2>\n<p>Sophisticated markets call for sophisticated strategies. Prospero 365 provides a 360 degree overview of your models\u2019 and portfolios\u2019 overall situation, so that your investment strategy is devised using all available information \u2013 its valuation, performance and relation to individual or blended benchmarks. You can check the viability of the strategy by stress-testing the portfolio\u2019s asset allocation. There is everything you need to define market-leading strategy.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"section mobile\">\n<div class=\"row\">\n<div class=\"col s12\">\n<h3>Risk Management<\/h3>\n<h2>Being vigilant to the risks your business faces<\/h2>\n<div class=\"chip\">Market Risk Management<\/div>\n<div class=\"chip\">Credit Risk Management<\/div>\n<div class=\"chip\">Collateral Risk Management<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"section light mobile\">\n<div class=\"row\">\n<div class=\"col s12\">\n<h3>STP &#8211; Straight Through Processing<\/h3>\n<h2>Achieve what needs to be achieved in the most efficient way possible<\/h2>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"section mobile\">\n<div class=\"row\">\n<div class=\"col s12\">\n<h3>Order Management<\/h3>\n<h2>Highly efficient order management<\/h2>\n<p>Quickly and easily generate pre-filled multi-portfolio, multi-security orders. Prospero supports a large range of asset classes, from the most common ones such as Long\/short equity, Fixed-Income and Funds to more complex derivatives and illiquid classes such as Private equity and Real estate.<\/p>\n<p>Our Order Manager module provides all the major features that portfolio\/wealth managers, brokers and traders need to be efficient in their daily tasks from (pre-trade) capture to execution management.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"section light mobile\">\n<div class=\"row\">\n<div class=\"col s12\">\n                    <img loading=\"lazy\" src=\"http:\/\/www.finartis.com\/wp-content\/uploads\/2016\/06\/wm-analytics-and-reports.png\" alt=\"wm-analytics-and-reports\" width=\"705\" height=\"339\" class=\"alignnone size-full wp-image-2828\" srcset=\"https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/06\/wm-analytics-and-reports.png 705w, https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/06\/wm-analytics-and-reports-500x240.png 500w\" sizes=\"(max-width: 705px) 100vw, 705px\" \/><\/p>\n<h3>Analytics &amp; Reports<\/h3>\n<h2>Comprehensive analytics, customizable reports<\/h2>\n<p>Wealth Management is nothing without good analytics. Prospero comes with a 360\u00b0 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. These high-quality reports can be generated automatically or at the click of a mouse button, meaning clients gain an overview of their portfolio on request, wrapped up in an attractive professional presentation.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"section darkblue mobile\">\n<div class=\"row\">\n<div class=\"col s12\">\n<h3>Custodian Interfaces &amp; Reconciliation<\/h3>\n<p>SAGE 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.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"section mobile\">\n<div class=\"row\">\n<div class=\"col s12\">\n<h3>Pricing &amp; Valuation<\/h3>\n<h2>Reach operational excellence through a modern pricing and valuation module<\/h2>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"section light mobile\">\n<div class=\"row\">\n<div class=\"col s12\">\n                    <img loading=\"lazy\" src=\"http:\/\/www.finartis.com\/wp-content\/uploads\/2016\/06\/wm-corporate-actions.png\" alt=\"wm-corporate-actions\" width=\"705\" height=\"606\" class=\"alignnone size-full wp-image-2829\" srcset=\"https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/06\/wm-corporate-actions.png 705w, https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/06\/wm-corporate-actions-349x300.png 349w\" sizes=\"(max-width: 705px) 100vw, 705px\" \/><\/p>\n<h3>Corporate Actions<\/h3>\n<h2>Increase efficiency in your corporate actions<\/h2>\n<p>Prospero automates your entire corporate action processes, including everything from event capture right through to claims and settlements. Everything which can be automated in a risk-free manner is taken off your hands. You can significantly reduce the workload for almost every event.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"section mobile\">\n<div class=\"row\">\n<div class=\"col s12\">\n<h3>Fees<\/h3>\n<h2>Streamline your fee process<\/h2>\n<p>Prospero provides complete control and organization \u2013 everything you need in terms of automated fee calculation and processing is provided. It allows you to integrate checks throughout the fee process, making it more reliable, cost effective and efficient. The daily challenges faced in terms of fees include asset valuation after distribution, AUM segregation, application of commission rates\/tiers\/discounts, calculation of performance\/high water marks and a range of other complications. Prospero has been designed to cater for every eventuality, so that you spend less time on small, but nonetheless essential tasks.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"section darkblue mobile\">\n<div class=\"row\">\n<div class=\"col s12\">\n<h3>Operations<\/h3>\n<h2>It\u2019s time for you to attain operational excellence<\/h2>\n<p>Prospero automates the entire post trade process, significantly reducing the workload of value-adding employees. Managers can rest assured that everything from trade transmission to book and confirmation is being taken care of by an efficient tool, which has been developed by a team of dedicated practitioners. The Prospero post-trade operations module provides comprehensive multi-currency, multi-asset class and multi-market support for transactions using automatic trade transmission (STP) between middle\/back office and custodians\/brokers. Post-trade instructions and confirmations are implemented using SWIFT messages.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"section mobile\">\n<div class=\"row\">\n<div class=\"col s12\">\n                    <img loading=\"lazy\" src=\"http:\/\/www.finartis.com\/wp-content\/uploads\/2016\/06\/wm_treasury.jpg\" alt=\"wm_treasury\" width=\"705\" height=\"348\" class=\"alignnone size-full wp-image-2830\" srcset=\"https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/06\/wm_treasury.jpg 705w, https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/06\/wm_treasury-500x247.jpg 500w\" sizes=\"(max-width: 705px) 100vw, 705px\" \/><\/p>\n<h3>Treasury<\/h3>\n<h2>Market leading reporting and forecasting tool<\/h2>\n<p>With Prospero Treasury Module, you have everything you need to reach excellence. Whatever your strategy, Prospero helps you to build the adequate framework, to set up an outstanding relationship with your banks, to achieve the perfect balance of your liquidity \/cash shortfall and overdraft, and directs you towards astute strategies to reduce your exposure to currency exchange risk.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"section light mobile\">\n<div class=\"row\">\n<div class=\"col s12\">\n                    <img loading=\"lazy\" src=\"http:\/\/www.finartis.com\/wp-content\/uploads\/2016\/06\/wm_accounting.jpg\" alt=\"wm_accounting\" width=\"705\" height=\"348\" class=\"alignnone size-full wp-image-2831\" srcset=\"https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/06\/wm_accounting.jpg 705w, https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/06\/wm_accounting-500x247.jpg 500w\" sizes=\"(max-width: 705px) 100vw, 705px\" \/><\/p>\n<h3>Accounting<\/h3>\n<h2>Maximize efficiency in your accounting processes<\/h2>\n<p>The Prospero Accounting module offers a comprehensive range of features, including automated processes, solutions for legally complex structures and report generation for any of your account requirements (IFRS, Swiss GAAP, US GAAP, etc.), allowing managers to focus on the higher value-creating aspects of your business.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"section mobile\">\n<div class=\"row\">\n<div class=\"col s12\">\n                    <img loading=\"lazy\" src=\"http:\/\/www.finartis.com\/wp-content\/uploads\/2016\/06\/wm_fund_admin_accounting_transfer_agency.png\" alt=\"wm_fund_admin_accounting_transfer_agency\" width=\"705\" height=\"384\" class=\"alignnone size-full wp-image-2832\" srcset=\"https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/06\/wm_fund_admin_accounting_transfer_agency.png 705w, https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/06\/wm_fund_admin_accounting_transfer_agency-500x272.png 500w\" sizes=\"(max-width: 705px) 100vw, 705px\" \/><\/p>\n<h3>Fund Administration &amp; Transfer Agency<\/h3>\n<h2>Efficiency, professionalism and quality at the forefront<\/h2>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<h1> Prospero 365 <\/h1>\n<h2> Wealth Management <\/h2>\n","protected":false},"author":1,"featured_media":2158,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"prospero-365-product-page.php","meta":[],"_links":{"self":[{"href":"https:\/\/www.finartis.com\/test\/wp-json\/wp\/v2\/pages\/1753"}],"collection":[{"href":"https:\/\/www.finartis.com\/test\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.finartis.com\/test\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.finartis.com\/test\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.finartis.com\/test\/wp-json\/wp\/v2\/comments?post=1753"}],"version-history":[{"count":5,"href":"https:\/\/www.finartis.com\/test\/wp-json\/wp\/v2\/pages\/1753\/revisions"}],"predecessor-version":[{"id":6067,"href":"https:\/\/www.finartis.com\/test\/wp-json\/wp\/v2\/pages\/1753\/revisions\/6067"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.finartis.com\/test\/wp-json\/wp\/v2\/media\/2158"}],"wp:attachment":[{"href":"https:\/\/www.finartis.com\/test\/wp-json\/wp\/v2\/media?parent=1753"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}