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What is Proteus?

Proteus stands out as a cutting-edge platform that utilizes advanced technology to improve access to alternative investments for wealth managers, fund sponsors, and qualified investors alike. By enabling client capital to be allocated into customized portfolios of private market assets, it combines essential functions such as research, due diligence, portfolio construction, and execution within a unified system. The platform adeptly simplifies complex investment workflows through an efficient electronic subscription process, centralized onboarding, and automated administrative tasks, thus reducing the usual challenges encountered in private markets. Furthermore, Proteus is tailored to assist with the creation and management of feeder fund structures, tackling regulatory, governance, and operational hurdles, which allows firms to focus on their investment approaches without being hindered by infrastructural concerns. In addition, it provides secure, adaptable environments equipped with extensive monitoring and reporting capabilities, as well as consolidated tax documentation, significantly enhancing user experience and operational productivity. This innovative strategy not only encourages improved investment decision-making but also facilitates a more cohesive integration of alternative investments into conventional portfolios, making it a valuable tool for modern investment management. Overall, Proteus represents a transformative solution that addresses the evolving needs of the investment landscape.

What is Farther?

Run your business in alignment with your vision, and allow us to help you expand your well-established advisory practice without viewing you solely as a salesperson. We provide all the essential resources for your success while enabling you to take charge of your operations. Our cutting-edge platform takes care of the mundane tasks, allowing you to focus on advising clients on wealth-building strategies. You will be able to dedicate more time to shaping futures and less to managing paperwork, as we alleviate administrative pressures for you and your clients alike. Our intuitive dashboard boosts your visibility and control over daily operations, complemented by a comprehensive account aggregation feature. You will benefit from tailored coaching sessions and an exclusive practice management training program focused on client acquisition and business expansion. With a dedicated webpage, a flexible marketing budget each month, and top-notch digital prospecting tools, we provide everything you need for your journey to success. Furthermore, our centralized marketing team and advanced technological platform are strategically designed to elevate your prospecting capabilities and enhance client experiences, ensuring you receive all the support necessary for your business to flourish. As you work with us, your potential for growth will expand, allowing you to reach new heights in your practice.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
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

Proteus

Date Founded

2012

Company Location

United States

Company Website

www.proteuscapital.us

Company Facts

Organization Name

Farther

Company Location

United States

Company Website

www.farther.com/for-advisors

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

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

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