{"id":285,"date":"2016-04-14T12:42:49","date_gmt":"2016-04-14T12:42:49","guid":{"rendered":"http:\/\/www.sage.ch\/?page_id=285"},"modified":"2018-03-08T08:12:48","modified_gmt":"2018-03-08T07:12:48","slug":"fund-management","status":"publish","type":"page","link":"https:\/\/www.finartis.com\/test\/fund-management\/","title":{"rendered":"Fund Management"},"content":{"rendered":"<div class=\"row center-align hide-on-med-and-down\">\n<div class=\"col s12\">\n<h2>Catering for 21st century fund management<\/h2>\n<p>The best investors always demand the most from their software. Over the past number of years, the fund management industry has been undergoing a shakeup due to new regulations and disruptive technology, so the demands are ever higher. Both of these new realities have brought their own challenges for investors. Now, more than ever, they need tools that they can rely on \u2013 our fund management solution has been developed with that ambition in mind.<\/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 m12 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 m12 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 m12 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-fund-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-fund-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\/04\/fund-management-prospero-365.png\" alt=\"fund-management-prospero-365\" width=\"477\" height=\"270\" class=\"responsive-img size-full wp-image-1985\" \/><\/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 fund 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=\"#tabsfundadmin\">Fund Administration<\/a><\/li>\n<li class=\"tab col s3\"><a href=\"#tabsfundmanag\">Fund Management<\/a><\/li>\n<\/ul><\/div>\n<div id=\"tabsfundadmin\" 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-key-asset-classes\"><\/p>\n<div class=\"col s12 m6 l6 feature-fundadminaccount hoverable\">\n<h2><b>Fund Administration<\/b> &amp; Accounting<\/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=\"#fundadmin-3-blocks\"><\/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>\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=\"#fundadmin-3-blocks\"><\/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>\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=\"#fundadmin-3-blocks\"><\/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>\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=\"#fundadmin-3-blocks\"><\/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>\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=\"#fundadmin-3-blocks\"><\/p>\n<div class=\"col s12 m6 l3 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-transfer-agency\"><\/p>\n<div class=\"col s12 m6 l3 feature-transferagency hoverable\">\n<h2><b>Transfer<\/b> Agency<\/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=\"tabsfundmanag\" 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-fund-management-compliance\"><\/p>\n<div class=\"col s12 m6 l3 feature-complianceandrisk hoverable\">\n<h2><b>Compliance<\/b> &amp; Risk 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><\/a><br \/>\n\t\t\t\t<a class=\"SlideToTarget\" href=\"#section-fund-management-compliance\"><\/p>\n<div class=\"col s12 m6 l6 feature-fundstrategy hoverable\">\n<h2><b>Fund Strategy<\/b> &amp; Investment 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><\/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>Investors<\/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><\/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-clientrelationship hoverable\">\n<h2><b>Client<\/b> Relationship 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><\/a><br \/>\n\t\t\t\t<a class=\"SlideToTarget\" href=\"#section-fund-analytics\"><\/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><\/a><br \/>\n\t\t\t\t<a class=\"SlideToTarget\" href=\"#section-fund-analytics\"><\/p>\n<div class=\"col s12 m6 l6 feature-digitalinvestors hoverable\">\n<h2><b>Digital<\/b> Investors 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><\/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 auto-height no-margin-top hide-on-med-and-down\" style=\"padding-bottom:0;\">\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<div class=\"col s12 m12 l6\">\n<h3>Fund administration &amp; accounting<\/h3>\n<h2>It\u2019s time for you to attain operational excellence<\/h2>\n<p>Prospero\u2019s 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>\t\t\t<a class=\"btn btn-light waves-effect waves-light\" href=\"http:\/\/www.finartis.com\/product-features\/fund-administration-accounting\/\"> Learn more <\/a>\n\t\t<\/div>\n<div class=\"col s12 m12 l6 imagecol imagecolfundadmin\"><\/div>\n<\/p><\/div>\n<\/div>\n<div id=\"fundadmin-3-blocks\" class=\"section sectionAnchor nocontainer hide-on-med-and-down\">\n<div class=\"row\">\n<div class=\"col s12 m12 l6\">\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-3\/\"> Learn more <\/a>\n\t\t<\/div>\n<div class=\"col s12 m12 l6\" style=\"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\/\"> Learn more <\/a>\n\t\t<\/div>\n<\/p><\/div>\n<div class=\"row\">\n<div class=\"col s12 m12 l4\">\n<h3>Corporate Actions<\/h3>\n<h2>Reach operational excellence<\/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>\t\t\t<a class=\"btn btn-light waves-effect\" href=\"http:\/\/www.finartis.com\/product-features\/corporate-actions\/\">Learn More<\/a>\n\t\t<\/div>\n<div class=\"col s12 m12 l4\">\n<h3>Fees<\/h3>\n<h2>Professionalism and quality<\/h2>\n<p>Prospero allows you to automate tasks which were previously manual, making them more reliable, cost effective and efficient. The daily challenges faced in terms of fees include asset valuation after distribution, application of commission rates and a range of other complications.<\/p>\n<p>\t\t\t<a class=\"btn btn-light waves-effect\" href=\"http:\/\/www.finartis.com\/product-features\/fees\/\">Learn More <\/a>\n\t\t<\/div>\n<div class=\"col s12 m12 l4\">\n<h3>Investment Middle &amp; Back Office<\/h3>\n<h2>Placing efficiency at the forefront<\/h2>\n<p>The Prospero post-trade operations module provides a comprehensive multi-currency, multi-asset class, multi-market support for any transactions using automatic trade transmission reconciliation between back office and custodians\/brokers. <\/p>\n<p>\t\t\t<a class=\"btn btn-light waves-effect\" href=\"http:\/\/www.finartis.com\/product-features\/middle-back-office\/\">Learn More <\/a>\n\t\t<\/div>\n<\/p><\/div>\n<\/div>\n<div id=\"section-fund-transfer-agency\" class=\"section sectionAnchor hide-on-med-and-down\">\n<div class=\"row center-align\">\n<div class=\"col s12\">\n<h3>Transfer Agency<\/h3>\n<h2>Placing efficiency, professionalism and quality at the forefront<\/h2>\n<p>In order to maintain full control over the movements of the fund\u2019s investors, Prospero offers a dedicated, flexible user-oriented Transfer Agency module.<\/p>\n<div class=\"row center-align\">\n<div class=\"col s12\">\n\t\t\t\t\t<img loading=\"lazy\" src=\"http:\/\/www.finartis.com\/wp-content\/uploads\/2016\/04\/fund-management-transfer-agency-resized-1.jpg\" alt=\"fund-management-transfer-agency-resized\" width=\"565\" height=\"594\" class=\"responsive-img size-full wp-image-3466\" srcset=\"https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/04\/fund-management-transfer-agency-resized-1.jpg 565w, https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/04\/fund-management-transfer-agency-resized-1-285x300.jpg 285w\" sizes=\"(max-width: 565px) 100vw, 565px\" \/>\n\t\t\t\t<\/div>\n<\/p><\/div>\n<div class=\"row center-align\">\n<div class=\"col s12\">\n\t\t\t\t\t<a class=\"waves-effect waves-light btn btn-light\" href=\"http:\/\/www.finartis.com\/product-features\/transfer-agency\/\">Learn More<\/a>\n\t\t\t\t<\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/div>\n<div id=\"section-fund-management-compliance\" class=\"section sectionAnchor full-width hide-on-med-and-down\">\n<div class=\"row\">\n<div class=\"col s12\">\n<h3>Compliance &amp; risk management<\/h3>\n<h2>Sophisticated compliance and risk management means that nothing is left to chance<\/h2>\n<p>\t\t\t<a class=\"btn btn-white waves-effect waves-light\" href=\"http:\/\/www.finartis.com\/product-features\/compliance-risk-management\/\"> Learn more <\/a>\n\t\t<\/div>\n<\/p><\/div>\n<\/div>\n<div id=\"section-fund-strategy-investment-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>Fund strategy &amp; investment management<\/h3>\n<h2>Develop stronger fund strategies<\/h2>\n<p>Sophisticated markets call for sophisticated strategies. Prospero 365 provides a 360 degree overview of your fund\u2019s overall situation, so that your fund 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 fund\u2019s asset allocation. There is everything you need to be able to define market-leading strategy. As a result, you can quickly and easily generate pre-filled orders or automatically rebalance your portfolios.<\/p>\n<p>\t\t<img loading=\"lazy\" src=\"http:\/\/www.finartis.com\/wp-content\/uploads\/2016\/04\/fund-management-fund-strategy-investment-management-resized-1.jpg\" alt=\"fund-management-fund-strategy-investment-management-resized\" width=\"450\" height=\"350\" class=\"responsive-img size-full wp-image-3468\" srcset=\"https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/04\/fund-management-fund-strategy-investment-management-resized-1.jpg 450w, https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/04\/fund-management-fund-strategy-investment-management-resized-1-386x300.jpg 386w\" sizes=\"(max-width: 450px) 100vw, 450px\" \/><br \/>\n\t\t\t<a class=\"btn btn-light waves-effect waves-light\" href=\"http:\/\/www.finartis.com\/product-features\/fund-strategy-investment-management\/\"> 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>Investors management<\/h3>\n<h2>Seamless management of current and prospective clients<\/h2>\n<p>Technology may be disrupting fund 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\/investors-management\/\"> Learn more <\/a>\n\t\t<\/div>\n<div class=\"col s12 m12 l6\">\n<h3>Client relationship management<\/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><\/div>\n<div class=\"col s12 m12 l6 imagecol prospectscolright\"><\/div>\n<\/p><\/div>\n<\/div>\n<div id=\"section-fund-analytics\" class=\"section sectionAnchor hide-on-med-and-down\">\n<div class=\"row\">\n<div class=\"col s12 m6 l6\">\n<h3>Analytics &amp; reports<\/h3>\n<h2>Comprehensive analytics, customizable reports<\/h2>\n<p>Fund 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<p>\t\t\t<a class=\"btn btn-light waves-effect waves-light\" href=\"http:\/\/www.finartis.com\/product-features\/analytics-reports\/\"> Learn more <\/a>\n\t\t<\/div>\n<div class=\"col s12 m6 l6\">\n\t\t\t<img class=\"responsive-img alignnone wp-image-576\" src=\"http:\/\/www.finartis.com\/wp-content\/uploads\/2016\/04\/Analytics2-1024x493.png\" width=\"650\" srcset=\"https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/04\/Analytics2-1024x493.png 1024w, https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/04\/Analytics2-300x144.png 300w, https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/04\/Analytics2-768x370.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\n\t\t<\/div>\n<\/p><\/div>\n<div class=\"row\">\n<div class=\"col s12\">\n<div class=\"divider\" style=\"margin: 2rem 0;\"><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"row\">\n<div class=\"col s12 m4 l4\"><img loading=\"lazy\" src=\"http:\/\/www.finartis.com\/wp-content\/uploads\/2016\/04\/fund-management-luxor-resized.jpg\" alt=\"fund-management-luxor-resized\" width=\"400\" height=\"289\" class=\"responsive-img size-full wp-image-2033\" \/>\n\t\t<\/div>\n<div class=\"col s12 m8 l8\">\n<h3 class=\"no-margin-top\">Digital Investors Portal<\/h3>\n<h2>A versatile digital platform<\/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. Investors receive at-a-glance overviews of their portfolios, a wealth of analytics whereby they can view performance, fund value and risk, and customized reports. Features also include suggested targeted funds and investor subscriptions, through the fund store. And you\u2019ll never lose the personal touch with your investors by keeping them one step away with the built-in messaging feature. Prospero Mobile App is also fully customizable so that it reflects your corporate strategy and identity.<\/p>\n<p>\t\t\t<a class=\"btn btn-light waves-effect waves-light\" href=\"http:\/\/www.finartis.com\/product-features\/digital-investors-portals\/\"> Learn more <\/a>\n\t\t<\/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\" class=\"responsive-img alignnone wp-image-761\" style=\"margin-top: 7px;\" src=\"http:\/\/www.finartis.com\/wp-content\/uploads\/2016\/04\/6_logo_prospero.png\" width=\"125\" height=\"71\" \/><\/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>Catering for 21st century fund management<\/h2>\n<p>The best investors always demand the most from their software. Over the past number of years, the fund management industry has been undergoing a shakeup due to new regulations and disruptive technology, so the demands are ever higher. Both of these new realities have brought their own challenges for investors. Now, more than ever, they need tools that they can rely on \u2013 our fund management solution has been developed with that ambition in mind.<\/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 fund 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 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-fund-administration-and-accounting.png\" alt=\"fm-fund-administration-and-accounting\" width=\"705\" height=\"611\" class=\"alignnone size-full wp-image-2834\" srcset=\"https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/04\/fm-fund-administration-and-accounting.png 705w, https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/04\/fm-fund-administration-and-accounting-346x300.png 346w\" sizes=\"(max-width: 705px) 100vw, 705px\" \/><\/p>\n<h3>Fund Administration &amp; Accounting<\/h3>\n<h2>It&#8217;s time for you to attain operational excellence<\/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 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 light 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 mobile\">\n<div class=\"row\">\n<div class=\"col s12\">\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><\/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\/wm-fees.png\" alt=\"wm-fees\" width=\"705\" height=\"949\" class=\"alignnone size-full wp-image-2835\" srcset=\"https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/04\/wm-fees.png 705w, https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/04\/wm-fees-223x300.png 223w, https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/04\/wm-fees-557x750.png 557w\" sizes=\"(max-width: 705px) 100vw, 705px\" \/><\/p>\n<h3>Fees<\/h3>\n<h2>Streamline your fee process<\/h2>\n<p>Prospero allows you to automate tasks which were previously manual, making them more reliable, cost effective and efficient. The daily challenges faced in terms of fees include asset valuation after distribution, application of commission rates 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 important tasks.<\/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>Investment &amp; Middle Office<\/h3>\n<h2>It\u2019s time for you to attain operational excellence<\/h2>\n<p>The Prospero post-trade operations module provides a comprehensive multi-currency, multi-asset class, multi-market support for any transactions using automatic trade transmission reconciliation between back office and custodians\/brokers. Post-trade instructions and confirmations are implemented using SWIFT messages. Other more manual processes as well as ad-hoc communications can also be implemented. In all cases, Prospero provides the opportunity to create and modify\/reverse any transactions manually.<\/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\/04\/fm-transfer-agency.png\" alt=\"fm-transfer-agency\" width=\"705\" height=\"741\" class=\"alignnone size-full wp-image-2836\" srcset=\"https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/04\/fm-transfer-agency.png 705w, https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/04\/fm-transfer-agency-285x300.png 285w\" sizes=\"(max-width: 705px) 100vw, 705px\" \/><\/p>\n<h3>Transfer Agency<\/h3>\n<h2>Placing efficiency, professionalism and quality at the forefront<\/h2>\n<p>In order to maintain full control over the movements of the fund\u2019s investors, Prospero offers a dedicated, flexible user-oriented Transfer Agency module.<\/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>Compliance &amp; risk management<\/h3>\n<h2>Sophisticated compliance and risk management means that nothing is left to chance<\/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<h3>Fund strategy &amp; Investment management<\/h3>\n<h2>Develop stronger fund strategies<\/h2>\n<p>Sophisticated markets call for sophisticated strategies. Prospero 365 provides a 360 degree overview of your fund\u2019s overall situation, so that your fund 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 fund\u2019s asset allocation. There is everything you need to be able to define market-leading strategy. As a result, you can quickly and easily generate pre-filled orders or automatically rebalance your portfolios.<\/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\/04\/fm_crm.jpg\" alt=\"fm_crm\" width=\"705\" height=\"348\" class=\"alignnone 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>Investors 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 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_prospect_investor_management.jpg\" alt=\"fm_prospect_investor_management\" width=\"705\" height=\"470\" class=\"alignnone size-full wp-image-2838\" srcset=\"https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/04\/fm_prospect_investor_management.jpg 705w, https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/04\/fm_prospect_investor_management-450x300.jpg 450w\" sizes=\"(max-width: 705px) 100vw, 705px\" \/><\/p>\n<h3>Client relationship management<\/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><\/div>\n<\/p><\/div>\n<\/div>\n<div class=\"section darkblue mobile\">\n<div class=\"row\">\n<div class=\"col s12\">\n<h3>Analytics &amp; reports<\/h3>\n<h2>Comprehensive analytics, customizable reports<\/h2>\n<p>Fund 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<\/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\/04\/fm_luxor.png\" alt=\"fm_luxor\" width=\"705\" height=\"507\" class=\"alignnone size-full wp-image-2839\" srcset=\"https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/04\/fm_luxor.png 705w, https:\/\/www.finartis.com\/test\/wp-content\/uploads\/2016\/04\/fm_luxor-417x300.png 417w\" sizes=\"(max-width: 705px) 100vw, 705px\" \/><\/p>\n<h3>Digital Investors Portal<\/h3>\n<h2>A versatile digital platform<\/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. Investors receive at-a-glance overviews of their portfolios, a wealth of analytics whereby they can view performance, fund value and risk, and customized reports. Features also include suggested targeted funds and investor subscriptions, through the fund store. And you\u2019ll never lose the personal touch with your investors by keeping them one step away with the built-in messaging feature. Prospero Mobile App is also fully customizable so that it reflects your corporate strategy and identity.<\/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> Fund Management <\/h2>\n","protected":false},"author":1,"featured_media":331,"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\/285"}],"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=285"}],"version-history":[{"count":4,"href":"https:\/\/www.finartis.com\/test\/wp-json\/wp\/v2\/pages\/285\/revisions"}],"predecessor-version":[{"id":4586,"href":"https:\/\/www.finartis.com\/test\/wp-json\/wp\/v2\/pages\/285\/revisions\/4586"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.finartis.com\/test\/wp-json\/wp\/v2\/media\/331"}],"wp:attachment":[{"href":"https:\/\/www.finartis.com\/test\/wp-json\/wp\/v2\/media?parent=285"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}