Prospero's Independent Financial Advisor & Family Office solution lets you consolidate client data–positions and performance–provided by a number of financial institutions.

• Offers flexible installation options–onsite or online
• Lets you consolidate assets held at other financial institutions
• Allows you to rebalance portfolios vs. model portfolios
• Compares your performance to a benchmark or model portfolio
• Lets you trade any kind of financial instrument
• Captures trades for online routing to brokers or banks
• Warns you when investment restrictions are breached
• Calculates fees and commissions and compares them to those charged by other firms
• Includes a flexible, graphical reporting feature that gives your reports your firm’s look and feel
• Stores all legal documents, including correspondence and financial plans, in one place
• Can be accessed by clients online
  
  

• Family office managers
• Independent financial advisors
• Brokers
  
  

Our preconfigured models are programmed with specific parameters–in this case, pre-defined transaction types, work flows, client reports and fact sheets. These parameters allow you to experience Prospero straight “from the box” with little setup work required. They can be changed as needed.