Prospero IAM & Family Office Software

• Consolidate portfolios held with different financial institutions
• Captures trades for online routing to brokers or banks–thereby eliminating faxes and double capture, making calls unnecessary, and offering a full audit trail of orders (and less automated methods are available for brokers and banks that do not offer online routing)
• Lets you trade any kind of financial instrument and create single or bulk orders directly from investment plans
• Allows you to create model portfolios and rebalance vs. a benchmark or another model portfolio
• Compares your performance to a benchmark or model portfolio and details performance attribution and contribution
• Lets you manage several portfolios sharing the same profile with a few clicks of a mouse
• Warns you when investment restrictions are breached
• Updates all positions instantly in a single system
• Calculates fees and commissions, and compares them to those charged by other firms
• Calculates and tracks trailer fees on products and assets under management
• Can be accessed by clients online through a secure web connection
• Stores all legal documents, including correspondence and financial plans, in one place
• Stores leads, client information, investment profiles, and contact reports in a CRM module
• Lets you add features and products as your requirements change
• Includes a flexible, graphical reporting feature that displays results and creates fact sheets and consolidated statements
• Gives your reports your firm’s look and feel and adds a personal touch to your client relationship

Prospero Family Office solution is also a user-friendly, web-enabled dashboard for client-facing finance professionals such as relationship managers, third-party asset managers, and their clients.

• Manage and restrict both employee and client access over the web as needed
• Provide web access with the highest encryption and latest security protocols

• Brand the online access page as your own
• Include your company name, product name, domain name and logo
• Receive RSS feeds
• Share podcasts

• Host onsite (in your office) or remotely (online)
• Data is securely stored and safe from breaches with both options

• Clients
• CFOs
• CEOs
• Independent Asset Managers
• Independent financial advisors
• Family office managers

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