Prospero Suite

Prospero Suite

FINARTIS
FA Solutions Prospero Suite

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FA Solutions:

About

Efficiency, reliability, and flexibility - this is what customers appreciate most about FA Solutions. The company was founded in 1999, and since then we have successfully expanded our offices in 4 countries and a worldwide client base of more than 70 customers. This includes highly regulated markets in Asia, Europe, Africa, North America, and the Middle East. We're a leading provider of software solutions to Asset Managers, Fund Managers, Private Banks, and Family Offices worldwide. We are more than an IT-service provider. We are committed to understanding and keeping pace with the investment and financial services industry. We combine our knowledge with high-level technical skills and an eagerness to innovate and develop new software. We make solutions to support your company's goals. Our solutions cover the areas of Portfolio Management, Risk Management, Web Reporting to Clients, and Sales & Regulatory tools.
Prospero Suite:

About

Prospero by FINARTIS (formerly S.A.G.E.) is an integrated suite of solutions specifically designed for the financial services industry, specifically family offices and/or independent asset management and includes wealth management, fund administration, and asset management. The fully comprehensive solution covers all transactional, processing, financial, and reporting needs of the financial sector, from the front-office to the middle and back-office areas. Prospero 365’s solution for family investment offices and Independent Asset Managers has been designed with the aim of managing the portfolios of high net worth individuals and dealing with all the issues surrounding this. A mixed emphasis has been placed on both managing the portfolio and the client relationship. Many of the back office functions have been automated for user simplicity – no more need for IT or specific financial expertises in your company hierarchy.
FA Solutions:

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Prospero Suite:

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
FA Solutions:

Audience

Asset Managers, Wealth Managers, Fund Managers, Private Banks, Family Offices, Independent Financial Advisors
Prospero Suite:

Audience

Built for family offices, private bankers, portfolio managers, financial advisors, wealth managers, and other financial professionals, including risk and operations managers
FA Solutions:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Prospero Suite:

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
FA Solutions:

API

Offers API Not Supported
Prospero Suite:

API

Offers API Not Supported
FA Solutions:

Screenshots and Videos

Prospero Suite:

Screenshots and Videos

FA Solutions:

Pricing

Inquire to learn more
We offer our platform as a service, so clients pay a monthly license fee.

While our competitors price their Portfolio Management solutions proportional to Assets Under Management (AUM) of the client, making the more successful clients pay a much higher fee, FA Solutions has a plans-based pricing policy where depending on your company's business scale and service level requirements, we offer a plan that fits your business needs the best.

Another strength of our business model is that the client gets a single fixed price for their solution including all the features in the selected plan- so they can easily project the costs for years to come.
Free Version Not Supported
Free Trial Supported
Prospero Suite:

Pricing

$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 Version Not Supported
Free Trial Supported
FA Solutions:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Prospero Suite:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
FA Solutions:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
Prospero Suite:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported
FA Solutions:

Company Information

FA Solutions
Founded: 1999
Finland
www.fasolutions.com
Prospero Suite:

Company Information

FINARTIS
Founded: 1986
Switzerland
www.finartis.com/iam-family-office/
FA Solutions:

Alternatives

Fundy

Fundy

Exquance Software
Prospero Suite:

Alternatives

The Archway Platform

The Archway Platform

SEI Family Office Services
FA Solutions:
Prospero Suite

Prospero Suite

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Prospero Suite:
FA Solutions:
Prospero Suite:
MoneyWare

MoneyWare

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FA Solutions:
Prospero Suite:
FamilyWealthGuru

FamilyWealthGuru

FACT Software Group
FA Solutions:
FundCount

FundCount

FundCount Americas
Prospero Suite:
Assetmax

Assetmax

Fimax AMS
FA Solutions:

Categories

Prospero Suite:

Categories

Family Office Supported
Fund Accounting Supported
Wealth Management Supported
FA Solutions:

Fund Accounting Features

Accounts Payable Supported
Accounts Receivable Supported
Activity Tracking Supported
Asset Management Supported
Bank Reconciliation Supported
Budgeting & Forecasting Supported
Compliance Management Supported
Donor Management Not Supported
General Ledger Supported
Partnership Accounting Supported
Purchasing & Receiving Supported

Investment Management Features

Accounting Management Supported
Benchmarking Supported
Bonds / Stocks Supported
Client Management Supported
Commodities Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Supported
Risk Management Supported
Prospero Suite:

Fund Accounting Features

Accounts Payable Supported
Accounts Receivable Supported
Activity Tracking Supported
Asset Management Supported
Bank Reconciliation Supported
Budgeting & Forecasting Supported
Compliance Management Supported
Donor Management Supported
General Ledger Supported
Partnership Accounting Supported
Purchasing & Receiving Supported

Investment Management Features

Accounting Management Supported
Benchmarking Supported
Bonds / Stocks Supported
Client Management Supported
Commodities Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Supported
Modeling & Simulation Supported
Payroll & Commissions Supported
Performance Metrics Supported
Portfolio Management Supported
Risk Management Supported
FA Solutions:

Integrations

Bloomberg Terminal Supported
Morningstar Supported
Prospero Suite:

Integrations

Bloomberg Terminal Not Supported
Morningstar Not Supported
FA Solutions:
Claim FA Solutions and update features and information
Claim FA Solutions and update features and information
Prospero Suite:
Claim Prospero Suite and update features and information
Claim Prospero Suite and update features and information