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
    8,453 Ratings
    Company Website
  • Nasdaq Boardvantage Reviews & Ratings
    296 Ratings
    Company Website
  • Procare Reviews & Ratings
    3,571 Ratings
    Company Website
  • ESET PROTECT Advanced Reviews & Ratings
    2,294 Ratings
    Company Website
  • CHARMS Reviews & Ratings
    24 Ratings
    Company Website
  • Proton VPN Reviews & Ratings
    41,009 Ratings
    Company Website
  • FusionAuth Reviews & Ratings
    191 Ratings
    Company Website
  • Diplomat Managed File Transfer Reviews & Ratings
    47 Ratings
    Company Website
  • iPlum Reviews & Ratings
    9,147 Ratings
    Company Website
  • CompUp Reviews & Ratings
    66 Ratings
    Company Website

What is Trusted Family?

Trusted Family is an innovative, secure cloud platform described as a "family operating system," specifically designed for family businesses and family offices to enhance governance, communication, and collaboration. This platform features customizable "Spaces" that cater to particular projects or committee activities, alongside private vaults that utilize end-to-end encryption and role-based permissions to ensure safe document sharing. Additionally, it includes a visual family tree that helps maintain legacy and lineage, as well as integrated tools for newsfeeds, surveys, events, calendars, and newsletters. Users also gain from smart workflows that encompass signature requests, automated reminders, and task assignments, complemented by insights and analytics that provide real-time activity updates. To uphold the highest levels of security, Trusted Family employs multi-factor authentication, encryption compliant with SOC 2/SOC 3 standards, GDPR regulations, virus and malware screening, routine backups, and a private key framework. The platform’s extensive security protocols not only safeguard sensitive family data but also promote improved communication and collaboration among family members, creating a cohesive environment for shared management. By integrating these features, Trusted Family ensures a seamless experience that aligns with the unique needs of family enterprises.

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

Dropbox
Google Drive
Microsoft OneDrive

Integrations Supported

Dropbox
Google Drive
Microsoft OneDrive

API Availability

Has API

API Availability

Has API

Pricing Information

Free
Free Trial Offered?
Free Version

Pricing Information

$1760/month/user
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

Trusted Family

Date Founded

2007

Company Location

United States

Company Website

www.trustedfamily.com

Company Facts

Organization Name

FINARTIS

Date Founded

1986

Company Location

Switzerland

Company Website

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

Categories and Features

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

Popular Alternatives

Popular Alternatives

The Archway Platform Reviews & Ratings

The Archway Platform

SEI Family Office Services
MoneyWare Reviews & Ratings

MoneyWare

Miles Software (EbixCash)
Asora Reviews & Ratings

Asora

Asora Technologies
FamilyWealthGuru Reviews & Ratings

FamilyWealthGuru

FACT Software Group
Assetmax Reviews & Ratings

Assetmax

Fimax AMS