About Prospero
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Prospero by FINARTIS is a comprehensive proposal management and wealth management solution designed to streamline the way financial professionals, investment advisors, and asset managers create, manage, and deliver proposals to clients. Its primary purpose is to automate and simplify the proposal process while maintaining accuracy, compliance, and personalization. Prospero combines financial analytics, investment modeling, and document generation capabilities into a single platform, allowing firms to create professional-grade proposals quickly. The software’s standout features include customizable templates, advanced financial planning tools, compliance-ready reporting, and integration with portfolio management systems, making it a well-rounded solution for organizations that rely heavily on efficient client onboarding and proposal generation. The user interface of Prospero is modern, professional, and user-centric, built to accommodate the workflows of financial institutions. The layout is clean, with a dashboard that organizes essential tools in a logical manner, enabling users to quickly navigate through proposal templates, client portfolios, and reporting options. The system emphasizes simplicity by reducing unnecessary complexity, making it intuitive even for first-time users.
Pros & Cons
- +Comprehensive front-to-back solution for financial institutions.
- +Increases productivity for client-facing teams.
- +Provides a superior, tailored customer experience.
- +Modular design allows for flexibility and customization.
- +Award-winning and recognized as a best-in-class solution.
- −no cons for the software
Features
Key features
- Front-to-Back Solution
- A complete and modular system that manages all aspects of financial operations from the front office to the back office.
- Multi-channel Access
- The software can be accessed via a mobile app and web portal, allowing for flexibility and remote work.
- Customizable Digital Experience
- The solution offers a tailored and transparent investment experience for each individual customer through a sleek, customizable interface.
- Productivity Tools for Managers
- The digital portals provide relationship managers with analytics and performance reviews to increase their productivity during client meetings.
- Award-Winning Swiss-Quality
- A proven, high-quality solution recognized by wealth management analysts for its Swiss-quality and performance.
- Out-of-the-Box Functionality
- The modules are ready-to-use, easy to set up, and user-oriented, enabling quick implementation and value generation.
Additional features
- Modular
- The suite is built with individual modules that can be used to add value from the start.
- Multi-channel
- The solution is available on various platforms including a web portal and mobile app.
- IAM & Family Office Module
- A specific solution tailored for Independent Asset Managers and Family Offices.
- Wealth Management Module
- A module designed for wealth management professionals.
- Fund Management Module
- A solution for fund managers.
- Asset Management Module
- A feature set for asset managers.
- Prospero Mobile App and Web Portal
- Digital tools for both customers and managers.
- Digital Customer Portal
- A client-facing portal that provides a unique and transparent digital experience.
- Digital Sales & Relationship Portal
- A portal for managers to increase productivity and improve client relationships.
- Performance Review Analytics
- The app and portals provide a large range of analytics for up-to-date performance reviews.
- Customer Experience Tools
- Features designed to help users deliver an exceptional customer experience.
- Swiss-Quality Solution
- The software is recognized for its high-quality, Swiss-made standards.
- Out-of-the-Box Solutions
- The modules are ready-to-use and easy to set up.
- Customizable Interface
- The platform offers a sleek, customizable interface for a tailored experience.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About Prospero
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Prospero Details
Prospero's In-App Market Place
Does Prospero have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), JPY (¥), AUD (A$), CAD (C$)
Pros & Cons
- Comprehensive front-to-back solution for financial institutions.
- Increases productivity for client-facing teams.
- Provides a superior, tailored customer experience.
- Modular design allows for flexibility and customization.
- Award-winning and recognized as a best-in-class solution.
- no cons for the software
Prospero's Support Options
Email Address
info@finartis.comContact
+41 (0)21 653 64 01Prospero's Alternatives
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Perfect Event Proposals
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Proposalways
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