About Prospero

Prospero is a cloud-based investment portfolio management solution that helps private banks and financial institutions manage digital assets, funds, accounting operations and more. It comes with a self-service portal, which enables customers to gain insights into portfolio valuations, cash flow, and investment strategies using fact sheets or customizable reports.

Prospero allows organizations to create multi-channel campaigns and send targeted messages, emails or articles to specific prospects, improving marketing operations. Managers can utilize the order management module to generate product portfolios across various asset classes such as private equity, fixed income or real estate. Plus, it provides users with an overview of collateral, market positions, transactions or margin call conditions based on supervisory frameworks such as BASEL III and International Organization of Securities Commissions (IOSCO).

Features of Prospero include regulatory compliance, alerts/notifications, forecasting, activity tracking, customer relationship management (CRM), and more. It enables enterprises to automatically calculate the net asset value (NAV) of funds, and record trading operations or settlement activities in a general ledger. Besides, users can utilize the back-office module to manage reconciliation processes, and distribute consolidated information related to trade transmission among custodians.

Key benefits of Prospero

> Installs easily
> Gives you the flexibility to purchase only the software you need, when you need it
> Offers low cost of ownership and flexible payment terms
> Provides direct connection through the Web to clients, family offices and independent asset managers
> Improves the productivity of your sales force
> Improves your relationship with clients and independent financial advisors
> Maximizes operational efficiency and reduces errors

Devices

Business size

S M L

Markets

United States, Australia, China, India, Japan and 3 others, Germany, Brazil, Mexico

Supported Languages

English

Images

Prospero order management
Prospero product portfolio
Prospero NAV history
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Prospero video
Prospero screenshot: Prospero order management Prospero screenshot: Prospero product portfolio Prospero screenshot: Prospero NAV history

Features

Total features of Prospero: 31

  • API
  • Account Reconciliation
  • Accounting Management
  • Activity Tracking
  • Asset Management
  • Audit Trail
  • Auditing
  • Automatic Notifications
  • Bank Reconciliation
  • Benchmarking
  • Billing & Invoicing
  • CRM Integration
  • Client Management
  • Client Portal
  • Commission Management
  • Compliance Management
  • Contact Management
  • Customer Activity Reporting
  • Document Management
  • Fixed Asset Management
  • General Ledger
  • Multi-Campaign
  • Order Management
  • Performance Metrics
  • Performance Reports
  • Portfolio Management
  • Real Time Notifications
  • Real Time Reporting
  • Reporting & Statistics
  • Self Service Portal
  • Workflow Management

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Prospero FAQs

Below are some frequently asked questions for Prospero.

Prospero offers the following pricing plans:

  • Pricing model: Subscription
  • Free Trial: Not Available

Contact FINARTIS for pricing details.

Prospero offers the following features:

  • Account Reconciliation
  • Accounting Management
  • Activity Tracking
  • Alerts
  • Asset Management
  • Audit Trail
  • Bank Reconciliation
  • Benchmarking
  • Billing & Invoicing
  • CRM Integration
  • Client Management
  • Commission Management
  • Compliance Management
  • Contact Management
  • Document Management
  • Fixed Asset Management
  • General Ledger
  • Internal Controls Management
  • Order Management
  • Performance Metrics
  • Portfolio Management
  • Real Time Reporting
  • Workflow Management

Prospero has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Prospero supports the following languages:

English

We do not have any information about what devices Prospero supports

Prospero integrates with the following applications:

Front, Howspace

Prospero offers the following support options:

Phone Support, Online Support

Related categories

See all software categories found for Prospero.