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Prospero 365 IAM & Family Office Software

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Overview

Professional yet personal

Our Prospero 365 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 emphasis has been placed on both managing the portfolio and the client relationship. Many of the back office functions have been automated for user simplicity – 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’s family investment office solution reflects that.

DIGITALLY-ENHANCED Client relationship

INCREASE Front-Office Productivity

ATTAIN Operational Excellence

Key Features

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’s 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.

PORTFOLIO CONSOLIDATION: 360° overview of customers

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° 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.

INVESTMENT STRATEGY & PORTFOLIO MANAGEMENT

Sophisticated markets call for sophisticated strategies. Prospero 365 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.

ANALYTICS & REPORTS: Comprehensive analytics, customizable reports

IAM & Family Office 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. 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.

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.

CUSTOMERS MANAGEMENT: Seamless management of current and prospective clients

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 & investor due diligence to compliance & profiling and relationship management.

CUSTOMERS PORTAL: Provide customers with an eye-opening digital experience

Provide your customers with a unique digital experience through our Prospero Mobile App, a versatile multi-channel platform which has been designed to be accessed anywhere: tablets, mobiles or laptops that offer the same accessible interface. 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.

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.

Key Benefits

  • Automate data feed from multiple custodians to generate consolidated reports
  • Integrated reporting and BI tool to customize your reports
  • Handle bankable and non-bankable asset classes
  • Implement compliance rules and restrictions
  • Manage complex family structures

Product/Service details