{"id":2447,"date":"2016-07-15T09:26:38","date_gmt":"2016-07-15T09:26:38","guid":{"rendered":"http:\/\/www.sage.ch\/?page_id=2447"},"modified":"2018-03-08T08:13:15","modified_gmt":"2018-03-08T07:13:15","slug":"iam-family-office","status":"publish","type":"page","link":"https:\/\/www.finartis.com\/test\/iam-family-office\/","title":{"rendered":"IAM &#038; Family Office"},"content":{"rendered":"<div class=\"row center-align hide-on-med-and-down\">\n<div class=\"col s12\">\n<h2>Prospero&#8217;s 365 solution: professional yet personal<\/h2>\n<p>Prospero 365&#8217;s solution for family investment offices and Independent Asset Managers has been designed with the aim of managing the portfolios of high net worth individuals and dealing with all the issues surrounding this. A mixed\u00a0emphasis has been placed on both managing the portfolio and \u00a0the client relationship. Many of the back office functions have been automated for user simplicity &#8211; no more need for IT or specific financial expertises in your company hierarchy. We know that managing for a family is a more personal relationship where trust and confidentiality are paramount. Prospero&#8217;s family investment office solution reflects that.<\/p>\n<\/p><\/div>\n<\/div>\n<div class=\"row center-align overview-3-blocks hide-on-med-and-down\">\n<div class=\"col s12 m4 l4\"><i class=\"pe-7s-users pe-4x pe-va\"><\/i><\/p>\n<h3>Digitally-enhanced<\/h3>\n<h2>Client relationship<\/h2>\n<\/p><\/div>\n<div class=\"col s12 m4 l4\"><i class=\"pe-7s-graph2 pe-4x pe-va\"><\/i><\/p>\n<h3>Increase<\/h3>\n<h2>Front-Office Productivity<\/h2>\n<\/p><\/div>\n<div class=\"col s12 m4 l4\"><i class=\"pe-7s-cup pe-4x pe-va\"><\/i><\/p>\n<h3>Attain<\/h3>\n<h2>Operational Excellence<\/h2>\n<\/p><\/div>\n<\/div>\n<div class=\"row center-align hide-on-med-and-down\">\n<div class=\"col s12\">\n\t\t<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>\n\t<\/div>\n<\/div>\n<p><a href=\"#section-asset-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-asset-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<\/p><\/div>\n<\/p><\/div>\n<div class=\"row\">\n<div class=\"col s12\">\n<ul class=\"tabs\">\n<li class=\"tab col s3\"><a class=\"active\" href=\"#iamfamilyofficetab1\">Front Office<\/a>\n\t\t\t\t<\/li>\n<li class=\"tab col s3\"><a href=\"#iamfamilyofficetab2\">Middle &amp; Back Office<\/a>\n\t\t\t\t<\/li>\n<\/ul><\/div>\n<div id=\"iamfamilyofficetab1\" class=\"col s12\">\n\t\t\t<a class=\"next-features-page\"> <i class=\"pe-7s-angle-right pe-5x\"><\/i> <\/a><\/p>\n<div class=\"row features-list\">\n\t\t\t\t<a class=\"SlideToTarget\" href=\"#section-portfolio-consolidation\"><\/p>\n<div class=\"col s12 m6 l6 feature-portfolio-consolidation hoverable\">\n<h2><b>Portfolio<\/b> Consolidation<\/h2>\n<div class=\"overlay\"><i class=\"pe-7s-search pe-va\"><\/i>\n\t\t\t\t\t<\/div>\n<\/p><\/div>\n<p>\t\t\t\t<\/a><br \/>\n\t\t\t\t<a class=\"SlideToTarget\" href=\"#section-fund-prospects-investors-management\"><\/p>\n<div class=\"col s12 m6 l3 feature-investorsmanagement hoverable\">\n<h2><b>Customers<\/b> Management<\/h2>\n<div class=\"overlay\"><i class=\"pe-7s-search pe-va\"><\/i>\n\t\t\t\t\t<\/div>\n<\/p><\/div>\n<p>\t\t\t\t<\/a><br \/>\n\t\t\t\t<a class=\"SlideToTarget\" href=\"#section-fund-prospects-investors-management\"><\/p>\n<div class=\"col s12 m6 l3 feature-digitalinvestors hoverable\">\n<h2><b>Customers<\/b>  Portal<\/h2>\n<div class=\"overlay\"><i class=\"pe-7s-search pe-va\"><\/i>\n\t\t\t\t\t<\/div>\n<\/p><\/div>\n<p>\t\t\t\t<\/a><br \/>\n\t\t\t\t<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>\n\t\t\t\t\t<\/div>\n<\/p><\/div>\n<p>\t\t\t\t<\/a><br \/>\n\t\t\t\t<a class=\"SlideToTarget\" href=\"#section-iam-alternative-investments\"><\/p>\n<div class=\"col s12 m6 l6 feature-alternative-investments hoverable\">\n<h2><b>Illiquid &amp; Alternative<\/b> Investments<\/h2>\n<div class=\"overlay\"><i class=\"pe-7s-search pe-va\"><\/i>\n\t\t\t\t\t<\/div>\n<\/p><\/div>\n<p>\t\t\t\t<\/a><br \/>\n\t\t\t\t<a class=\"SlideToTarget\" href=\"#section-iam-alternative-investments\"><\/p>\n<div class=\"col s12 m6 l3 feature-analyticsreports hoverable\">\n<h2><b>Analytics<\/b> &amp; Reports<\/h2>\n<div class=\"overlay\"><i class=\"pe-7s-search pe-va\"><\/i>\n\t\t\t\t\t<\/div>\n<\/p><\/div>\n<p>\t\t\t\t<\/a>\n\t\t\t<\/div>\n<\/p><\/div>\n<div id=\"iamfamilyofficetab2\" class=\"col s12\">\n\t\t\t<a class=\"previous-features-page\"> <i class=\"pe-7s-angle-left pe-5x\"><\/i> <\/a><\/p>\n<div class=\"row features-list\">\n\t\t\t\t<a class=\"SlideToTarget\" href=\"#section-key-asset-classes\"><\/p>\n<div class=\"col s12 m6 l4 feature-pricingandfund hoverable\">\n<h2><b>Pricing<\/b> &amp; Valuation<\/h2>\n<div class=\"overlay\"><i class=\"pe-7s-search pe-va\"><\/i>\n\t\t\t\t\t<\/div>\n<\/p><\/div>\n<p>\t\t\t\t<\/a><br \/>\n\t\t\t\t<a class=\"SlideToTarget\" href=\"#section-key-asset-classes\"><\/p>\n<div class=\"col s12 m6 l4 feature-connectivity hoverable\">\n<h2><b>Custodian Interfaces<\/b> &amp; Reconciliation<\/h2>\n<div class=\"overlay\"><i class=\"pe-7s-search pe-va\"><\/i>\n\t\t\t\t\t<\/div>\n<\/p><\/div>\n<p>\t\t\t\t<\/a><br \/>\n\t\t\t\t<a class=\"SlideToTarget\" href=\"#section-fees\"><\/p>\n<div class=\"col s12 m6 l4 feature-fees hoverable\">\n<h2><b>Fees<\/b><\/h2>\n<div class=\"overlay\"><i class=\"pe-7s-search pe-va\"><\/i>\n\t\t\t\t\t<\/div>\n<\/p><\/div>\n<p>\t\t\t\t<\/a><br \/>\n\t\t\t\t<a class=\"SlideToTarget\" href=\"#section-middle-back-office\"><\/p>\n<div class=\"col s12 m6 l4 feature-middlebackoffice hoverable\">\n<h2><b>Middle<\/b> &amp; Back Office<\/h2>\n<div class=\"overlay\"><i class=\"pe-7s-search pe-va\"><\/i>\n\t\t\t\t\t<\/div>\n<\/p><\/div>\n<p>\t\t\t\t<\/a><br \/>\n\t\t\t\t<a class=\"SlideToTarget\" href=\"#section-fund-admin-accounting\"><\/p>\n<div class=\"col s12 m6 l4 feature-fundadminaccount hoverable\">\n<h2><b>Fund Administration &amp; Transfer Agency<\/b><\/h2>\n<div class=\"overlay\"><i class=\"pe-7s-search pe-va\"><\/i>\n\t\t\t\t\t<\/div>\n<\/p><\/div>\n<p>\t\t\t\t<\/a><br \/>\n\t\t\t\t<a class=\"SlideToTarget\" href=\"#section-fund-admin-accounting\"><\/p>\n<div class=\"col s12 m6 l4 feature-accounting hoverable\">\n<h2><b>Acounting<\/b><\/h2>\n<div class=\"overlay\"><i class=\"pe-7s-search pe-va\"><\/i>\n\t\t\t\t\t<\/div>\n<\/p><\/div>\n<p>\t\t\t\t<\/a>\n\t\t\t<\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/div>\n<div id=\"section-portfolio-consolidation\" class=\"section sectionAnchor hide-on-med-and-down\">\n<div class=\"row center-align\">\n<div class=\"col s12\">\n<h3>Portfolio Consolidation<\/h3>\n<h2>360\u00b0 Overview of customers<\/h2>\n<p>Prospero is a versatile multi-channel platform, designed to be accessed anywhere and on any device. Prospero increases the productivity of your client-facing staff by providing direct access to everything they need in a single click, thereby significantly reducing their administrative tasks. As soon as your conversation begins with a client, you have a complete 360\u00b0 overview of where their 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.<\/p>\n<p>\t\t\t<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\t\t\t<a class=\"btn btn-light waves-effect waves-light\" href=\"http:\/\/www.finartis.com\/product-features\/portfolio-consolidation\/\"> Learn more <\/a>\n\t\t<\/div>\n<\/p><\/div>\n<\/div>\n<div id=\"section-fund-prospects-investors-management\" class=\"section sectionAnchor nocontainer hide-on-med-and-down\">\n<div class=\"row\">\n<div class=\"col s12 m12 l6 imagecol prospectscolleft\"><\/div>\n<div class=\"col s12 m12 l6\">\n<h3>Customers management<\/h3>\n<h2>Seamless management of current and prospective clients<\/h2>\n<p>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 365 has been designed to cater for client-focused finance and banking companies. All aspects of CRM are covered, from prospect &amp; investor due diligence to compliance &amp; profiling and relationship management.<\/p>\n<p>\t\t\t<a class=\"btn btn-light waves-effect waves-light\" href=\"http:\/\/www.finartis.com\/product-features\/customer-management-2\/\"> Learn more <\/a>\n\t\t<\/div>\n<div class=\"col s12 m12 l6\">\n<h3>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. 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.<\/p>\n<p>\t\t\t<a class=\"btn btn-light waves-effect waves-light\" href=\"http:\/\/www.finartis.com\/product-features\/digital-customers-portal-2\/\"> Learn more <\/a>\n\t\t<\/div>\n<div class=\"col s12 m12 l6 imagecol prospectscolright\"><\/div>\n<\/p><\/div>\n<\/div>\n<div id=\"section-investment-strategy\" class=\"section sectionAnchor hide-on-med-and-down\">\n<div class=\"row\">\n<div class=\"col s12 m6 l7\">\n\t\t\t<img loading=\"lazy\" src=\"http:\/\/www.finartis.com\/wp-content\/uploads\/2016\/07\/iam-investment-strategy-portfolio-management.png\" alt=\"iam-investment-strategy-portfolio-management\" width=\"1200\" height=\"1194\" class=\"responsive-img size-full wp-image-2580\" srcset=\"https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/07\/iam-investment-strategy-portfolio-management.png 1200w, https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/07\/iam-investment-strategy-portfolio-management-150x150.png 150w, https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/07\/iam-investment-strategy-portfolio-management-302x300.png 302w, https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/07\/iam-investment-strategy-portfolio-management-754x750.png 754w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/>\n\t\t<\/div>\n<div class=\"col s12 m6 l5\">\n<h3>Investment Strategy &amp; 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<p>\t\t\t<a class=\"btn btn-light waves-effect waves-light\" href=\"http:\/\/www.finartis.com\/product-features\/investment-strategy-portfolio-management-3\/\"> Learn more <\/a>\n\t\t<\/div>\n<\/p><\/div>\n<\/div>\n<div id=\"section-iam-alternative-investments\" class=\"section sectionAnchor full-width hide-on-med-and-down\">\n<div class=\"row\">\n<div class=\"col s12\">\n<h3>Illiquid &amp; Alternative Investments<\/h3>\n<h2>Generate alpha in your alternative investments<\/h2>\n<p>\t\t\t<a class=\"btn btn-white waves-effect waves-light\" href=\"http:\/\/www.finartis.com\/product-features\/illiquid-and-alternative-investments\/\"> Learn more <\/a>\n\t\t<\/div>\n<\/p><\/div>\n<\/div>\n<div id=\"section-wealth-analytics\" class=\"section no-margin-top auto-height 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>IAM &amp; Family Office 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. 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.<\/p>\n<\/p><\/div>\n<div class=\"row\">\n<div class=\"col s12\">\n\t\t\t\t\t<img loading=\"lazy\" src=\"http:\/\/www.finartis.com\/wp-content\/uploads\/2016\/07\/iam_analytics-and-reports_resized.png\" alt=\"iam_analytics-and-reports_resized\" width=\"750\" height=\"361\" class=\"responsive-img size-full wp-image-2892\" srcset=\"https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/07\/iam_analytics-and-reports_resized.png 750w, https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/07\/iam_analytics-and-reports_resized-500x241.png 500w\" sizes=\"(max-width: 750px) 100vw, 750px\" \/>\n\t\t\t<\/div>\n<\/p><\/div>\n<div class=\"row\">\n<div class=\"col s12\">\n\t\t\t\t<a class=\"btn btn-light waves-effect waves-light\" href=\"http:\/\/www.finartis.com\/product-features\/analytics-reports-4\/\"> Learn more <\/a>\n\t\t\t<\/div>\n<\/p><\/div>\n<\/p><\/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<\/p><\/div>\n<\/p><\/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>\t\t\t<a class=\"btn btn-light waves-effect waves-light\" href=\"http:\/\/www.finartis.com\/product-features\/custodian-interfaces-reconciliation-2\/\"> Learn more <\/a>\n\t\t<\/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>\t\t\t<a class=\"btn btn-light waves-effect waves-light\" href=\"http:\/\/www.finartis.com\/product-features\/pricing-valuation-3\/\"> Learn more <\/a>\n\t\t<\/div>\n<\/p><\/div>\n<\/div>\n<div id=\"section-fees\" class=\"section sectionAnchor full-width hide-on-med-and-down\">\n<div class=\"row\">\n<div class=\"col s12 m6 l5\">\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>\t\t\t<a class=\"btn btn-light waves-effect waves-light\" href=\"http:\/\/www.finartis.com\/product-features\/fees-4\/\">Learn more<\/a>\n\t\t<\/div>\n<div class=\"col s12 m6 l7\">\n\t\t\t<img loading=\"lazy\" src=\"http:\/\/www.finartis.com\/wp-content\/uploads\/2016\/07\/iam-family-office-fees.png\" alt=\"iam-family-office-fees\" width=\"1200\" height=\"1261\" class=\"responsive-img size-full wp-image-2581\" srcset=\"https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/07\/iam-family-office-fees.png 1200w, https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/07\/iam-family-office-fees-285x300.png 285w, https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/07\/iam-family-office-fees-714x750.png 714w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/>\n\t\t<\/div>\n<\/p><\/div>\n<\/div>\n<div id=\"section-middle-back-office\" class=\"section sectionAnchor hide-on-med-and-down\">\n<div class=\"row center-align\">\n<div class=\"col s12\">\n<h3>Middle &amp; Back Office<\/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<\/p><\/div>\n<\/p><\/div>\n<div class=\"row\">\n<div class=\"col s12 center-align\">\n\t\t\t<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\t\t\t<a class=\"btn btn-light waves-effect waves-light\" href=\"http:\/\/www.finartis.com\/product-features\/middle-back-office-3\/\"> Learn more <\/a>\n\t\t<\/div>\n<\/p><\/div>\n<\/div>\n<div id=\"section-fund-admin-accounting\" 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>Fund Administration &amp; Transfer Agency<\/h3>\n<h2>Market leading reporting and forecasting tool<\/h2>\n<p>Prospero&#8217;s Fund Administration module offers you a comprehensive range of features, including automated processes and report generation, giving you the time to focus on the higher value-creating aspects of your business. Our 360\u00b0 fund overview allows you to analyze, manage and customize the activities of your fund in just a few mouse clicks. With Prospero, everything has been created with the modern financial manager in mind. Ensuring that a fund&#8217;s activities are in line with its prospectus has never been so effortless.<\/p>\n<p>\t\t\t<a class=\"btn btn-light waves-effect waves-light\" href=\"http:\/\/www.finartis.com\/product-features\/fund-administration-2\/\"> Learn more <\/a>\n\t\t<\/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>\t\t\t<a class=\"btn btn-light waves-effect waves-light\" href=\"http:\/\/www.finartis.com\/product-features\/accounting-3\/\"> Learn more <\/a>\n\t\t<\/div>\n<div id=\"wmcrm-imagecol2\" class=\"col s12 m12 l6 imagecol\"><\/div>\n<\/p><\/div>\n<\/div>\n<div id=\"section-fund-overview-implementation\" class=\"section sectionAnchor auto-height hide-on-med-and-down\">\n<div class=\"row center-align\">\n<div class=\"col s12\">\n<h3>Implementation<\/h3>\n<p>\t\t\t<img loading=\"lazy\" src=\"http:\/\/www.finartis.com\/wp-content\/uploads\/2016\/04\/6_logo_prospero.png\" alt=\"6_logo_prospero\" width=\"125\" height=\"71\" class=\"responsive-img size-full wp-image-761\" \/><\/p>\n<h2>Quick setup\u00a0module<\/h2>\n<p>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.<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"row no-margin-bottom\">\n<div class=\"col s12\">\n<div class=\"divider\"><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"row center-align\">\n<div class=\"col s12\">\n<h3>Modern Architecture<\/h3>\n<h2>The art of designing a simple and modern architecture <br \/> A fusion of flexibility, brightness and scalability<\/h2>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"row center-align\">\n<div class=\"col s12 m12 l4\"><i class=\"pe-7s-exapnd2 pe-4x pe-va\"><\/i><\/p>\n<h2>Scalable<\/h2>\n<\/p><\/div>\n<div class=\"col s12 m12 l4\"><i class=\"pe-7s-box2 pe-4x pe-va\"><\/i><\/p>\n<h2>Robust<\/h2>\n<\/p><\/div>\n<div class=\"col s12 m12 l4\"><i class=\"pe-7s-cloud pe-4x pe-va\"><\/i><\/p>\n<h2>Open API<\/h2>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"row center-align\">\n<div class=\"col s12\">\n\t\t\t<a class=\"waves-effect waves-light btn btn-light\" href=\"http:\/\/www.finartis.com\/contact\/\">Contact our technical experts<\/a>\n\t\t<\/div>\n<\/p><\/div>\n<\/div>\n<div class=\"overview mobile\">\n<div class=\"row\">\n<div class=\"col s12\">\n<h2>Prospero&#8217;s 365 solution: professional yet personal<\/h2>\n<p>Prospero 365&#8217;s solution for family investment offices and Independent Asset Managers has been designed with the aim of managing the portfolios of high net worth individuals and dealing with all the issues surrounding this. A mixed\u00a0emphasis has been placed on both managing the portfolio and \u00a0the client relationship. Many of the back office functions have been automated for user simplicity &#8211; no more need for IT or specific financial expertises in your company hierarchy. We know that managing for a family is a more personal relationship where trust and confidentiality are paramount. Prospero&#8217;s family investment office solution reflects that.<\/p>\n<p>\t\t\t<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>\n\t\t<\/div>\n<\/p><\/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<\/p><\/div>\n<\/p><\/div>\n<\/div>\n<div class=\"section mobile\">\n<div class=\"row\">\n<div class=\"col s12\">\n<h3>Portfolio Consolidation<\/h3>\n<h2>360\u00b0 Overview of customers<\/h2>\n<p>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 client-facing staff by providing direct access to everything they need in a single click, thereby significantly reducing their administrative tasks. As soon as your conversation begins with a client, you have a complete 360\u00b0 overview of where their 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.<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<\/div>\n<div class=\"section light mobile\">\n<div class=\"row\">\n<div class=\"col s12\">\n\t\t\t<img loading=\"lazy\" src=\"http:\/\/www.finartis.com\/wp-content\/uploads\/2016\/04\/fm_crm.jpg\" alt=\"fm_crm\" width=\"705\" height=\"348\" class=\"responsive-img size-full wp-image-2837\" srcset=\"https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/04\/fm_crm.jpg 705w, https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/04\/fm_crm-500x247.jpg 500w\" sizes=\"(max-width: 705px) 100vw, 705px\" \/><\/p>\n<h3>Customers Management<\/h3>\n<h2>Seamless management of current and prospective clients<\/h2>\n<p>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 365 has been designed to cater for client-focused finance and banking companies. All aspects of CRM are covered, from prospect &amp; investor due diligence to compliance &amp; profiling and relationship management.<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<\/div>\n<div class=\"section mobile\">\n<div class=\"row\">\n<div class=\"col s12\">\n\t\t\t<img loading=\"lazy\" src=\"http:\/\/www.finartis.com\/wp-content\/uploads\/2016\/07\/asset-digital-customers-portal-section.jpg\" alt=\"asset-digital-customers-portal-section\" width=\"705\" height=\"470\" class=\"responsive-img size-full wp-image-2940\" srcset=\"https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/07\/asset-digital-customers-portal-section.jpg 705w, https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/07\/asset-digital-customers-portal-section-450x300.jpg 450w\" sizes=\"(max-width: 705px) 100vw, 705px\" \/><\/p>\n<h3>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. 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.<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<\/div>\n<div class=\"section light mobile\">\n<div class=\"row\">\n<div class=\"col s12\">\n<h3>Investment Strategy &amp; 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<\/p><\/div>\n<\/p><\/div>\n<\/div>\n<div class=\"section mobile\">\n<div class=\"row\">\n<div class=\"col s12\">\n<h3>Illiquid &amp; Alternative Investments<\/h3>\n<h2>Generate alpha in your alternative investments<\/h2>\n<\/p><\/div>\n<\/p><\/div>\n<\/div>\n<div class=\"section darkblue mobile\">\n<div class=\"row\">\n<div class=\"col s12\">\n\t\t\t<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=\"responsive-img 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>IAM &amp; Family Office 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. 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.<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<\/div>\n<div class=\"section light 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<\/p><\/div>\n<\/p><\/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<\/p><\/div>\n<\/p><\/div>\n<\/div>\n<div class=\"section light mobile\">\n<div class=\"row\">\n<div class=\"col s12\">\n\t\t\t<img loading=\"lazy\" src=\"http:\/\/www.finartis.com\/wp-content\/uploads\/2016\/07\/iam-family-office-fees-resized.png\" alt=\"iam-family-office-fees-resized\" width=\"705\" height=\"741\" class=\"responsive-img size-full wp-image-2942\" srcset=\"https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/07\/iam-family-office-fees-resized.png 705w, https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/07\/iam-family-office-fees-resized-285x300.png 285w\" sizes=\"(max-width: 705px) 100vw, 705px\" \/><\/p>\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><\/div>\n<\/p><\/div>\n<\/div>\n<div class=\"section darkblue mobile\">\n<div class=\"row\">\n<div class=\"col s12\">\n<h3>Middle &amp; Back Office<\/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<\/p><\/div>\n<\/p><\/div>\n<\/div>\n<div class=\"section mobile\">\n<div class=\"row\">\n<div class=\"col s12\">\n<h3>Fund Administration &amp; Transfer Agency<\/h3>\n<h2>Market leading reporting and forecasting tool<\/h2>\n<p>Prospero&#8217;s Fund Administration module offers you a comprehensive range of features, including automated processes and report generation, giving you the time to focus on the higher value-creating aspects of your business. Our 360\u00b0 fund overview allows you to analyze, manage and customize the activities of your fund in just a few mouse clicks. With Prospero, everything has been created with the modern financial manager in mind. Ensuring that a fund\u2019s activities are in line with its prospectus has never been so effortless.<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<\/div>\n<div class=\"section darkblue mobile\">\n<div class=\"row\">\n<div class=\"col s12\">\n\t\t\t<img loading=\"lazy\" src=\"http:\/\/www.finartis.com\/wp-content\/uploads\/2016\/06\/wm_accounting.jpg\" alt=\"wm_accounting\" width=\"705\" height=\"348\" class=\"responsive-img 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<\/p><\/div>\n<\/p><\/div>\n<\/div>\n<div class=\"section light mobile\">\n<div class=\"row\">\n<div class=\"col s12\">\n<h3>Implementation<\/h3>\n<h2>Quick setup\u00a0module<\/h2>\n<p>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.<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<\/div>\n<div class=\"section mobile\">\n<div class=\"row\">\n<div class=\"col s12\">\n<h3>Modern Architecture<\/h3>\n<h2>The art of designing a simple and modern architecture <br \/> A fusion of flexibility, brightness and scalability<\/h2>\n<p>Scalable, Robust, Open API<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<h1>Prospero 365<\/h1>\n<h2>IAM &amp; Family Office<\/h2>\n","protected":false},"author":1,"featured_media":2857,"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\/2447"}],"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=2447"}],"version-history":[{"count":6,"href":"https:\/\/www.finartis.com\/test\/wp-json\/wp\/v2\/pages\/2447\/revisions"}],"predecessor-version":[{"id":6084,"href":"https:\/\/www.finartis.com\/test\/wp-json\/wp\/v2\/pages\/2447\/revisions\/6084"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.finartis.com\/test\/wp-json\/wp\/v2\/media\/2857"}],"wp:attachment":[{"href":"https:\/\/www.finartis.com\/test\/wp-json\/wp\/v2\/media?parent=2447"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}