Prospero SuiteFINARTIS
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Related Products
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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.
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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.
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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
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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
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FA Solutions:
Audience
Asset Managers, Wealth Managers, Fund Managers, Private Banks, Family Offices, Independent Financial Advisors
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Prospero Suite:
Audience
Built for family offices, private bankers, portfolio managers, financial advisors, wealth managers, and other financial professionals, including risk and operations managers
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FA Solutions:
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Prospero Suite:
Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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FA Solutions:
API
Offers API
Not Supported
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Prospero Suite:
API
Offers API
Not Supported
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FA Solutions:
Screenshots and Videos |
Prospero Suite:
Screenshots and Videos |
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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
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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
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FA Solutions:
Reviews/
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Prospero Suite:
Reviews/
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FA Solutions:
Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Prospero Suite:
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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FA Solutions:
Company InformationFA Solutions
Founded: 1999
Finland
www.fasolutions.com
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Prospero Suite:
Company InformationFINARTIS
Founded: 1986
Switzerland
www.finartis.com/iam-family-office/
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FA Solutions:
Alternatives |
Prospero Suite:
Alternatives |
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FA Solutions:
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Prospero Suite:
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Prospero Suite:
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FA Solutions:
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Prospero Suite:
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FA Solutions:
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Prospero Suite:
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FA Solutions:
Categories |
Prospero Suite:
Categories |
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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
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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
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| FA Solutions: |
Prospero Suite:
Integrations
Bloomberg Terminal
Not Supported
Morningstar
Not Supported
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FA Solutions:
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Prospero Suite:
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