IAM & Family Office

Digital Customers Portal

Digital Customers Portal

Provide customers with the transparency they require
Give customers an amazing digital experience. Our web client platform and tablet application provide customers with a 360° overview of their portfolio valuation, performance, future cash flows and personal reports. Give customers access to your investment strategy. Our configurator lets you easily personalize the user experience, from the visual design to data visualization, and available reports and fact sheets.

 

Make customers relationship a more personal experience
Provide each individual customer with an exclusive digital relationship experience, using the most modern features such as secured messaging and report sharing. We have designed each and every feature to lead customers to create their own uniquely suitable experience on the basis of their contact preferences.

 

Differentiate yourself through customization
Just as no IAM & Family Office companies are identical, no two software systems should be identical. Different enterprises will look for emphasis in different areas. Prospero’s white label solution allows you to increase your brand reputation with a high quality, easy to use digital application. You can customize the functioning, look and feel of your whole system with a few simple clicks.

Visual Design
Extensive Access Management
Reports
Data Visualization

 


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Our Offices


Switzerland

Rue de Geneve 88
1004 Lausanne
Switzerland
+41 21 653 64 01


Singapore

5 Shenton Way
#10-01, UIC Building
Singapore 068808
+65 6911 6640


Dubai (UAE)

PO Box 500835
256A Business Central Tower
Dubai Internet City
+971 4 428 13 85


Philippines

15/F Citibank Tower
Paseo de Roxas, Makati City
1200 Philippines
+63 2 555 5442