Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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

Write a Review

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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

Write a Review

Alternatives to Consider

  • ZenTreasury Reviews & Ratings
    4.9 out of 5 stars 9 Ratings
    Company Website for ZenTreasury
  • QUODD Reviews & Ratings
    5.0 out of 5 stars 1 Rating
    Company Website for QUODD
  • NaviPlan Reviews & Ratings
    Company Website for NaviPlan
  • Sharesight Reviews & Ratings
    4.0 out of 5 stars 566 Ratings
    Company Website for Sharesight
  • SBS Asset Finance Reviews & Ratings
    4.7 out of 5 stars 3 Ratings
    Company Website for SBS Asset Finance
  • SBS Banking Platform Reviews & Ratings
    4.5 out of 5 stars 29 Ratings
  • Transformify (TFY) Reviews & Ratings
    4.4 out of 5 stars 58 Ratings
    Company Website for Transformify (TFY)
  • FISPAN Reviews & Ratings
    5.0 out of 5 stars 5 Ratings
    Company Website for FISPAN
  • Extole Reviews & Ratings
    4.8 out of 5 stars 71 Ratings
    Company Website for Extole
  • Time Management from ISGUS Reviews & Ratings
    4.6 out of 5 stars 27 Ratings
    Company Website for Time Management from ISGUS

What is WeAdvise?

Designed to cater to the unique needs of your business, our solution operates independently of banks and asset management firms and is ready for immediate implementation. It guarantees compliance with regulatory standards while upholding the highest IT security protocols. By transitioning to a digital business model, you unlock potential new revenue streams. Elevate customer loyalty with state-of-the-art digital services that truly connect with your target market. Our technology integrates effortlessly with your brand identity, enabling you to deliver a unified brand experience. We empower you to highlight your distinctive wealth management approaches while ensuring direct and open communication with your clients. Our adaptable platform grants you the flexibility to select which investment products to feature. Although WeAdvise operates independently from banks or product providers, we can integrate your selected partner bank into the system upon request. Our scalable, plug-and-play solution ensures swift market entry for your products without unnecessary delays. Furthermore, we help you save significantly on development and operational expenses compared to building solutions internally, allowing for more strategic resource allocation. In conclusion, our services not only streamline your transition to a more innovative business model but also position you for sustainable growth in the evolving marketplace.

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

Pricing not provided

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

Not specified

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

WeAdvise

Company Location

Germany

Company Website

weadvise.de

Company Facts

Organization Name

FINARTIS

Date Founded

1986

Company Location

Switzerland

Company Website

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

Categories and Features

Investment Management

Not specified

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

Popular Alternatives

Popular Alternatives

The Archway Platform Reviews & Ratings

The Archway Platform

SEI Family Office Services
Assetmax Reviews & Ratings

Assetmax

Fimax AMS
Contemi Wealth Intelligence Reviews & Ratings

Contemi Wealth Intelligence

Contemi Solutions
MoneyWare Reviews & Ratings

MoneyWare

Miles Software (EbixCash)
Third Financial Reviews & Ratings

Third Financial

Third Financial Software
FamilyWealthGuru Reviews & Ratings

FamilyWealthGuru

FACT Software Group