Prospero's Internet Access solution, called "Wealth Advisor," gives independent asset managers all the functionality of a full-fledged banking system–without the cost. In one single system, you get three different functions-portfolio management, trading and customer relationship management (CRM)–via a secure online connection.

• Operates as a standalone system or integrates seamlessly with a legacy system or other Prospero modules
• Lets you trade online all types of financial instruments
• Lets you manage all types of accounts
• Lets you pay bills
• Supports domestic and international cash payments
• Routes orders electronically for execution, subjecting them to approval checks as necessary
• Provides a questionnaire to help you determine the investment profile that best suits your client, then, based on the answers you provide, selects the ideal investment profile for your clients
• Comes with detailed risk analytics
• Includes a comprehensive CRM system
• Comes with a full set of standard statements and reports, and lets you customize your own (including language selection)
  
  

• Clients
• Traders
• Relationship managers
• CFOs
• CEOs
• Independent Asset Managers
  
  

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