Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Sage Intacct Reviews & Ratings
    8,335 Ratings
    Company Website
  • Dynamo Software Reviews & Ratings
    68 Ratings
    Company Website
  • Xero Reviews & Ratings
    5,869 Ratings
    Company Website
  • Gravity Software Reviews & Ratings
    45 Ratings
    Company Website
  • QUODD Reviews & Ratings
    1 Rating
    Company Website
  • NaviPlan Reviews & Ratings
    Company Website
  • Sharesight Reviews & Ratings
    546 Ratings
    Company Website
  • Act! Reviews & Ratings
    40 Ratings
    Company Website
  • MobiOffice Reviews & Ratings
    14,464 Ratings
    Company Website
  • CEX.IO Reviews & Ratings
    29 Ratings
    Company Website

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 Limina?

Limina's investment management software optimizes processes for all team members, including portfolio managers and investment operations staff, allowing them to conserve valuable time with streamlined workflows and smart automation. Its integrated workflows and powerful automation capabilities enable users to accomplish tasks quickly and with precision. Additionally, the software features customizable dashboards and portfolio displays, encompassing over 300 metrics, extensive look-through functionalities, and benchmark comparisons. It facilitates efficient order creation and rebalancing for single or multiple portfolios at once, making it a versatile tool. Furthermore, Limina is available on both web and mobile platforms, requiring minimal IT resources while providing regular updates and dedicated client support, all designed to reduce manual workloads, improve data accuracy, and enhance the scalability of investment operations. The software emphasizes exception-based workflows that prioritize automation, freeing users from repetitive tasks and notifying them only in the event of issues. It also supports adaptable multi-asset portfolios, making order management and rebalancing straightforward through its user-friendly dashboard views. In conclusion, Limina not only enhances team efficiency but also allows members to concentrate on strategic decision-making, thus transforming the overall investment management experience. By leveraging Limina’s capabilities, teams can significantly elevate their operational productivity and effectiveness.

Media

Media

Integrations Supported

Microsoft Excel

Integrations Supported

Microsoft Excel

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$3,250 per month
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

Limina

Date Founded

2014

Company Location

Sweden

Company Website

www.limina.com

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

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

Popular Alternatives

The Archway Platform Reviews & Ratings

The Archway Platform

SEI Family Office Services

Popular Alternatives

MoneyWare Reviews & Ratings

MoneyWare

Miles Software (EbixCash)
FamilyWealthGuru Reviews & Ratings

FamilyWealthGuru

FACT Software Group
Allvue Reviews & Ratings

Allvue

Allvue Systems
Assetmax Reviews & Ratings

Assetmax

Fimax AMS