Finartis
Front-to-back wealth and portfolio management suite for private banks, asset managers, and family offices.
Overview
Finartis offers the Prospero suite, a modular front-to-back solution for wealth management, fund management, asset management, and independent asset managers (IAM) & family offices. The platform combines front-, middle-, and back-office features delivered ready-to-use, enabling users to focus on strategy, investment performance, and client relationships.
The Prospero Mobile App and Web Portal provides digital customer-facing and relationship manager tools, allowing clients to access investment information and advisors to conduct meetings with up-to-date performance reviews. The solution emphasizes customizable multi-channel interfaces, analytics, and client reporting to improve customer experience and front-office productivity.
Key Features
- + Front-to-back modular platform with front-, middle-, and back-office features
- + Wealth management, fund management, and asset management modules
- + Digital customer portal with mobile app and web access
- + Relationship manager tools with performance analytics and client meeting support
- + Portfolio management and client reporting capabilities
- + Multi-channel customizable interface