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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 GoDigital?

Discover a completely customizable solution crafted to effectively oversee and grow your mutual fund business. GoDigital presents a bespoke website and mobile application featuring your distinct business identity. Created in collaboration with Kotak Mutual Fund, this cloud-based platform not only keeps you competitive through its software but also boosts your brand's value significantly. Enhance the recognition of your brand alongside your business, allowing clients to download an app that embodies your identity. With a secure PIN-based login for effortless access, clients can track their portfolios as well as those of their family members, all from a single account. They will also enjoy access to reports and alerts for Systematic Investment Plans (SIPs). You can easily monitor your business metrics and generate detailed reports for your clients. Moreover, transactions can be executed on behalf of your clients through the app, while they also have the freedom to conduct transactions independently. You have the capability to impose restrictions on redemptions and switches for their accounts, offering an additional layer of customization and control. This all-encompassing approach guarantees a smooth experience for both you and your clients in managing their investments, ultimately leading to enhanced satisfaction and loyalty.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

$1760/month/user
FINARTIS offers the following 2 licensing options for its systems:
• One-time perpetual license Purchase with yearly maintenance and support contract.
With this option, the system can be installed at your premises and managed by your team. Alternatively, the purchased system can be hosted by us for an additional fee.
• A SaaS (Software as a Service) option includes all the software (Prospero, database, operating system…), infrastructure (servers, network, firewalls and backup capacity) as well as maintenance and support services to run the system and keep it up-to-date for a monthly fee.
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Windows
Mac
Linux

Supported Platforms

Android
Windows

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Online Training

Company Facts

Organization Name

FINARTIS

Date Founded

1986

Company Location

Switzerland

Company Website

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

Company Facts

Organization Name

Optimum Financial Solutions

Company Location

India

Company Website

optimumfintech.com

Categories and Features

Family Office

Not specified

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

Wealth Management

Not specified

Categories and Features

Investment Management

Client Management
Performance Metrics

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