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Prospero 365 Wealth Management Software

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Overview

Prospero 365 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 365 allows each client to navigate this environment and become a reference in its space.

Key Features

  • Lead Management
  • Advisory Portfolio Management
  • CRM
  • Systematic Investment Profiling
  • Investment Plans
  • Discretionary Portfolio Management
  • Web Access
  • Risk Analytics
  • Strategic & Tactical Asset Allocation
  • Investment Restrictions
  • Rebalancing Portfolio
  • Consolidation Compliance
  • Pre- and Post- Trade Checks
  • Credit Risk
  • Margin calls
  • Monitoring Single & Bulk Trading
  • Treasury Margin
  • Trading Commissions and Fee Billing
  • Workflow Management
  • Corporate Actions
  • MIS Reporting
  • Client advices and statements
  • Trade Settlement
  • Trade Allocation
  • SWIFT messaging
  • General Ledger

Key Benefits

  • Manage 360° information on prospects and clients
  • Automate trading and operations
  • Implement compliance rules and restrictions
  • Slice and dice performance
  • Integrated reporting and BI tool to customize your reports