Name: Prospero
Author: FINARTIS

Help Desk

Web and Video Conferencing

Customer Support

JavaScript Frameworks

Development

Student Management

Education

Board Management

Business Intelligence (BI)

Collaboration

Data Discovery and Visualization

Enterprise Generative AI

Policy Management

Enterprise

Accounting

Anti-Money Laundering (AML)

Invoicing

Nonprofit Accounting

Payment Hubs

Subscription Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Corporate Volunteering

HR Management

Payroll

Recruitment Agency

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Authorization

Cloud Cost Management

Cloud Migration

Cloud Storage

Computerized Maintenance Management Systems (CMMS)

Data Mapping

Firewall Security Management

Fraud Detection

IT Infrastructure Monitoring

IT Operations Analytics

Integration Platform as a Service (iPaaS)

Managed IT Service

Network Performance Monitoring

Network Troubleshooting

Platform-as-a-Service (PaaS)

Product Implementation Services

Smart Contracts

Tape Storage

Technology Business Management

Workload Automation

Information Technology

A/B Testing

Account-Based Marketing (ABM)

Ad Serving & Retargeting

All-in-One Marketing

Appointment Scheduling

Audio Editing

Brand Intelligence

Content Management

Email Marketing

IP Geolocation

Marketing Automation

Social Media Management

Survey & Forms Building

Virtual Event

Web Analytics

Marketing

Project Management

Professional Services

Cross-Border eCommerce

Customer Relationship Management (CRM)

Headless eCommerce

Intelligent Virtual Assistant

Lead Generation Services

Lead-to-Account Matching and Routing

Sales Acceleration

Sales

Cloud Access Security Brokers

Database Security

Security

Civil Engineering

Hotel Management

Pharmacy

Vertical-Specific

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The Prospero Suite, developed by FINARTIS SA, is a wealth management software solution designed to streamline order management processes, track investment goals and preferences, and manage clients' portfolios for financial institutions. According to the vendor, Prospero caters to a range of professionals and industries including wealth management firms, private banks, investment advisory firms, asset management companies, and family offices.

## Key Features

**DIGITALLY-ENHANCED Client Relationship**: According to the vendor, Prospero offers a management system for current and prospective clients, covering all aspects of CRM, from prospect and investor due diligence to compliance and profiling. It provides a customizable multi-channel solution with a sleek interface, secured messaging, and report sharing.

**INCREASE Front-Office Productivity**: The vendor claims that Prospero automates front-office activities, reducing administrative tasks and enabling advisors to focus on higher value-added services. It streamlines processes from client onboarding to trade execution, providing rule-based workflows and automation for all asset classes.

**ATTAIN Operational Excellence**: According to the vendor, Prospero streamlines and automates middle and back-office operations, offering a full suite of services for automatic trade transmission reconciliation. It also provides advanced connections to custodians, data providers, and core-banking systems, aiming to reduce costs and risks through standardized, straight-through processing.

**Investment Strategy**: The vendor states that Prospero automates investment strategy implementation and monitoring, recognizing shifts in the framework and recalibrating portfolios accordingly. It aims to empower Portfolio Managers to restore portfolios to their targets automatically, considering investment constraints, compliance rules, tax constraints, and cash projections.

**Portfolio Management**: According to the vendor, Prospero automates portfolio management operations, conducting drift analysis to establish portfolio movement from the target model. It recalibrates portfolios based on individual investment constraints and provides compliance checks and tax constraint management.

**Customers Management**: The vendor claims that this feature seamlessly manages current and prospective clients, covering all aspects of CRM, from due diligence to compliance and relationship management. It tracks and manages clients' investment goals, objectives, and preferences, offering contact preferences and reporting customization.

**Digital Customers Portal**: According to the vendor, Prospero provides customers with a versatile multi-channel platform accessible on tablets, mobiles, and laptops. It aims to offer a unique digital experience with transparent and tailored investment advice, along with a customizable interface, secured messaging, and report sharing.

**Analytics & Reports**: The vendor states that the software provides comprehensive analytics and customizable reports, offering a 360° overview of customers, models, funds, and portfolios. It includes a range of specific business analytics tools based on requirements, aiming to enable data-guided decisions and execution of trades.

**Illiquid & Alternative Investments**: According to the vendor, Prospero aims to generate alpha in alternative investments, covering a wide range of asset classes including equity, fund, private equity, real estate, and more. It supports limited partnership and derivative investments, offering comprehensive analytics and reporting for alternative investments.

**Custodian Interfaces & Reconciliation**: The vendor claims that this feature establishes connections to custodians, data providers, and core-banking systems, aiming to facilitate streamlined and automated middle and back-office operations. It enables standardized, straight-through processing from settlement to corporate actions, aiming to reduce costs and risks through clean and coherent data presentation.

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Investment Portfolio Management Software

Prospero

Overview

What is Prospero?