Prospero

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.