It’s time to attain operational excellence
Prospero Suite’s Wealth Management solution is designed and built in Switzerland, a country with a rich history in banking and finance. Switzerland’s world-class banking industry is renowned for its diversity in products and services. Maintaining its status among the world’s 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 Suite allows each client to navigate this environment and become a reference in its space.
Digitally-enhanced
Client Relationship
Increase
Front-Office Productivity
Attain
Operational Excellence
Key Features Overview
Swiss excellence in a single user-oriented wealth management solution
Our location in Switzerland puts us at the epicenter of developments in banking and finance. The close client relationships we have fostered in these industries over the past 30 years have helped us to continuously improve our offering. New clients benefit from state-of-the-art industry thinking, which feeds into Finartis’ rich end-to-end functionality and modular user oriented architecture. Your back office functions are seamlessly taken care of by our package so that you can focus on adding value in investments and client relationships.
Customers Advisory & Relationship Management
Investment Strategy & Portfolio Management
Digital Customers Portal
Provide customers with an eye-opening digital experience
Prospero Mobile App is a versatile multi-channel platform, which has been designed to be accessed anywhere: tablets, mobiles or laptops offer the same accessible interface. 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.
CRM & Sales Marketing
CRM with a capital “C”
If 30 years in this industry has taught us anything, it’s that the client is what drives success. When it comes to CRM, the initial C – client – should be capitalized to emphasize its importance. Our CRM tool reflects this view. Track and manage clients’ 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.
Learn more
Regulatory Compliance
Because knowing your customer is where your company’s value lies
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 & profiling (AML, KYC e.g. MIFID), as well as accurate and up-to-date client risk profiling.
Learn more
Customers Advisory & Relationship Management
Save time and money with targeted relationships
Clients in the wealth management industry have placed relationship managers in a privileged position, trusting them with their family’s capital and their long-term prosperity. This position demands that relationship managers are seen to be proactive. Prospero’s aim is to constantly exceed client expectations, perfect relationships and reduce administrative tasks.
Learn more
Risk Management
Being vigilant to the risks your business faces
Collateral Risk Management
Learn more
STP – Straight Through Processing
Achieve what needs to be achieved in the most efficient way possible
Learn more
Order Management
Highly efficient order management
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.
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.
Learn more
Analytics & reports
Comprehensive analytics, customizable reports
Wealth Management is nothing without good analytics. Prospero comes with a 360° Customer, Model, Fund and Portfolio Overview, with a collection of analytics for the things you do every day, such as valuation or performance calculation. We provide you with a large range of specific business analytics tools based on your specific requirements. 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.
Key asset classes coverage
Equity
Fund
Deposit & Loan
Private Equity
Hedge Fund
Structured Products
Real Estate
Fixed Income
Cash
Limited Partnership
Derivative
And More
Custodian Interfaces & Reconciliation
Finartis has established a wide range of connections to custodians, and data providers and facilitates core-banking systems integration through its open API. This allows us streamline and automate your middle and back office with advanced connections from numerous sources and to present data in a clean and coherent manner. Our team of finance and technology experts connects you to your counterparties and market infrastructures worldwide, enabling standardized, straight-through processing from settlement to corporate actions, saving costs and reducing risks.
Learn more
Pricing & Valuation
Reach operational excellence through a modern pricing and valuation module
Learn more
Corporate Actions
Increase efficiency in your corporate actions
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.
Learn more
Fees
Streamline your fee process
Prospero provides complete control and organization – 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.
Learn more
Operations
It’s time for you to attain operational excellence
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 mesFinartiss.
Treasury
Market leading reporting and forecasting tool
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.
Learn more
Accounting
Maximize efficiency in your accounting processes
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.
Learn more
Fund Administration & Transfer Agency
Efficiency, professionalism and quality at the forefront
It’s time to attain operational excellence
Prospero Suite’s Wealth Management solution is designed and built in Switzerland, a country with a rich history in banking and finance. Switzerland’s world-class banking industry is renowned for its diversity in products and services. Maintaining its status among the world’s 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 Suite allows each client to navigate this environment and become a reference in its space.
Request Demo Download Booklet
Key Features Overview
Swiss excellence in a single user-oriented wealth management solution
Our location in Switzerland puts us at the epicenter of developments in banking and finance. The close client relationships we have fostered in these industries over the past 30 years have helped us to continuously improve our offering. New clients benefit from state-of-the-art industry thinking, which feeds into Finartis’ rich end-to-end functionality and modular user oriented architecture. Your back office functions are seamlessly taken care of by our package so that you can focus on adding value in investments and client relationships.
Digital Customers Portal
Provide customers with an eye-opening digital experience
Prospero Mobile App is a versatile multi-channel platform, which has been designed to be accessed anywhere: tablets, mobiles or laptops offer the same accessible interface. 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.
CRM & Sales Marketing
CRM with a capital “C”
If 30 years in this industry has taught us anything, it’s that the client is what drives success. When it comes to CRM, the initial C – client – should be capitalized to emphasize its importance. Our CRM tool reflects this view. Track and manage clients’ 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.
Regulatory Compliance
Because knowing your customer is where your company’s value lies
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 & profiling (AML, KYC e.g. MIFID), as well as accurate and up-to-date client risk profiling.
Relationship Management
Save time and money with targeted relationships
Clients in the wealth management industry have placed relationship managers in a privileged position, trusting them with their family’s capital and their long-term prosperity. This position demands that relationship managers are seen to be proactive. Prospero’s aim is to constantly exceed client expectations, perfect relationships and reduce administrative tasks.
Portfolio Management
“Be smart. Don’t try to time the market” Bloomberg
Sophisticated markets call for sophisticated strategies. Prospero Suite provides a 360 degree overview of your models’ and portfolios’ overall situation, so that your investment strategy is devised using all available information – its valuation, performance and relation to individual or blended benchmarks. You can check the viability of the strategy by stress-testing the portfolio’s asset allocation. There is everything you need to define market-leading strategy.
Risk Management
Being vigilant to the risks your business faces
Market Risk Management
Credit Risk Management
Collateral Risk Management
STP – Straight Through Processing
Achieve what needs to be achieved in the most efficient way possible
Order Management
Highly efficient order management
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.
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.
Analytics & Reports
Comprehensive analytics, customizable reports
Wealth Management is nothing without good analytics. Prospero comes with a 360° Customer, Model, Fund and Portfolio Overview, with a collection of analytics for the things you do every day, such as valuation or performance calculation. We provide you with a large range of specific business analytics tools based on your specific requirements. 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.
Custodian Interfaces & Reconciliation
Finartis has established a wide range of connections to custodians, and data providers and facilitates core-banking systems integration through its open API. This allows us streamline and automate your middle and back office with advanced connections from numerous sources and to present data in a clean and coherent manner. Our team of finance and technology experts connects you to your counterparties and market infrastructures worldwide, enabling standardized, straight-through processing from settlement to corporate actions, saving costs and reducing risks.
Pricing & Valuation
Reach operational excellence through a modern pricing and valuation module
Corporate Actions
Increase efficiency in your corporate actions
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.
Fees
Streamline your fee process
Prospero provides complete control and organization – 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.
Operations
It’s time for you to attain operational excellence
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 mesFinartiss.
Treasury
Market leading reporting and forecasting tool
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.
Accounting
Maximize efficiency in your accounting processes
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.
Fund Administration & Transfer Agency
Efficiency, professionalism and quality at the forefront
