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What is Prospero Suite?

Prospero, developed by FINARTIS (previously known as S.A.G.E.), provides an extensive array of solutions designed explicitly for the financial services sector, focusing particularly on family offices and independent asset management. In addition to wealth management, the suite encompasses fund administration and asset management services. This all-encompassing solution addresses every facet of transactional, financial, processing, and reporting needs across the financial industry, effectively bridging the gaps between front-office, middle-office, and back-office operations. By integrating these various functionalities, Prospero ensures a seamless and efficient workflow for financial institutions.

What is Axys?

Enhance your portfolio management and accounting procedures with a holistic approach that reduces reliance on IT support. In wealth management, nurturing client relationships is vital, and the time dedicated to clients is irreplaceable. SS&C Advent’s Axys® provides a wide array of prebuilt reports along with user-friendly customization features, allowing firms to improve efficiency and minimize time spent on various tasks. As a key part of the powerful Advent Investment Suite, Axys is engineered to increase your productivity, enhance accuracy, and offer a clear view of your portfolios and their performance, all while allowing you to retain your existing operational processes. The platform seamlessly automates the reconciliation of trade details, settlement data, transactions, and positions. Ultimately, SS&C Advent’s leading portfolio management solution injects speed, precision, and flexibility into every facet of your portfolio management and accounting practices, empowering you to dedicate more time to client engagement rather than administrative duties. This transformation not only fosters stronger relationships but also drives better outcomes for both clients and the firm.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$1760/month/user
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

FINARTIS

Date Founded

1986

Company Location

Switzerland

Company Website

www.finartis.com/iam-family-office/

Company Facts

Organization Name

SS&C Advent

Date Founded

1983

Company Location

United States

Company Website

www.advent.com/solutions/axys/

Categories and Features

Fund Accounting

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Categories and Features

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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