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What is Q4 Wealth Management System?

The Q4 Wealth Management System (Q4) offers customized modeling, analytical, and reporting solutions that cater specifically to the unique requirements of your organization. It enables reporting at every organizational level, ranging from detailed bank-wide and division officer reports to in-depth analyses of individual accounts. Backed by a wealth of comprehensive data, including the specific assets tied to each account, it ensures the utmost precision in fee modeling and accurate balance assessments in relation to your banking systems. Evaluating profitability allows you to identify both high-value and less profitable relationships, delivering critical insights that aid in strategic negotiations while reducing discounts on accounts that yield lower returns, all while maintaining strong relationships with your most valuable clients. Additionally, the system's capacity to consolidate data across all levels enables a thorough evaluation of revenue in relation to expenses for different products, geographical areas, relationship officers, or individual clients. This extensive capability not only strengthens your decision-making process but also plays a crucial role in propelling favorable business outcomes and fostering long-term growth.

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.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

$5000 per month

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?

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows
Mac
Linux

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

Quantifacts

Company Website

www.quantifacts.com/technology-solutions/

Company Facts

Organization Name

FINARTIS

Date Founded

1986

Company Location

Switzerland

Company Website

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

Categories and Features

Banking

Compliance Tracking
Corporate Banking
Private Banking

Wealth Management

Not specified

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

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