
Prospero 365 Asset Management Software
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
Overview
Asset Management is an industry which is undergoing a shakeup on a number of fronts. A combination of shifting regulations, sophisticated markets and disruptive technology mean that a once relatively comfortable industry is now experiencing dramatic change. Prospero 365 has been designed to counterbalance these changes, allowing asset management firms to thrive amid the new reality being faced by companies in the industry. Over the past number of years, it seemed like asset management didn’t know where change was coming from next. With Prospero 365, you’ll be prepared for whatever comes.
Prospero 365 Asset Management Software is an all-encompassing solution that helps asset managers stay ahead of the curve by analyzing and trading any kind of financial instrument. You can compare your performance to a benchmark’s and produce detailed analytics and because new regulations have increased your back-office burden–we integrate these regulations in the process and perform pre- and post-trade checks. This solution is a comprehensive portfolio investment software for: discretionary managed portfolios, advisory portfolios and all types of funds.
Key Features
- Portfolio Management
- Fund Management
- Modeling and Rebalancing
- Electronic Trading
- Tactical and Strategic Asset Allocation
- Benchmarking and Performance Attribution
- Portfolio Optimization
- Risk Analysis
- Pre-Trade and Post-Trade Compliance
- Trade Order Management
- FIX Network Connectivity
- Order Routing and Workflows
- Trade Allocation
- Fee Billing and Revenue Management
- Fund Reporting and Fact Sheets
- Client Statements and Confirmations
- Corporate Actions
- Portfolio Accounting
- Investment Operations Confirmation and Settlement
Key Benefits
- Offers flexible installation options–onsite or online
- Helps you create and review your strategic and tactical asset allocation
- Manages private clients and institutional clients; proprietary portfolios and fund portfolios
- Lets you trade any kind of financial instrument
- Lets you create flexible investment restrictions and easily monitor compliance online
- Warns you when investment restrictions are breached
- Calculates more than 30 analytics including VAR, yield, duration and the Greeks; and allows for stress testing
- Displays different exposure options and offers flexible slicing and dicing of portfolios
- Lets you create single and composite benchmarks and compare your performance to theirs
- Provides detailed performance attribution and contribution for any period of time
- Calculates fees, including management fees, performance fees, hurdle rates, high water mark, and commissions
- Projects cash flows for one or several portfolios displaying current and future balances of all instruments: cash, dividends, coupons, redemptions, deposits, forex, fees and even future transaction settlement with simulation capacities
- Comes with industry-standard messaging interfaces that lets you stay connected to counterparties and providers 24/7 and reconcile your data with them
- Includes a flexible, graphical reporting feature that gives your reports your firm’s look and feel
- Allows you to create work flows with authorization rules for all types of orders
- Includes a robust back-office that processes and settles all trades
- Processes all types of corporate actions from voluntary to mandatory events, including standing orders