Prospero Wealth Management Software

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Prospero Wealth Management Software is a comprehensive wealth management tool that provides all of the functionality necessary to run a wealth management business across all asset classes, from front office to back office, including General Ledger–without confusing interfaces and hefty maintenance.

Key Features

  • Lead Management
  • Advisory Portfolio Management
  • CRM
  • Investment Profiling Systematic
  • 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 

Product/Service details