Prospero 365

IAM & Family Office

Prospero’s 365 solution: professional yet personal

Prospero 365’s solution for family investment offices and Independent Asset Managers has been designed with the aim of managing the portfolios of high net worth individuals and dealing with all the issues surrounding this. A mixed emphasis has been placed on both managing the portfolio and  the client relationship. Many of the back office functions have been automated for user simplicity – no more need for IT or specific financial expertises in your company hierarchy. We know that managing for a family is a more personal relationship where trust and confidentiality are paramount. Prospero’s family investment office solution reflects that.

Digitally-enhanced

Client relationship

Increase

Front-Office Productivity

Attain

Operational Excellence

homepage-prospero-365

Key Features Overview

Swiss excellence in a single user-oriented wealth management solution

Our location in Switzerland puts us at the epicenter of developments in banking and finance. The close client relationships we have fostered in these industries over the past 30 years have helped us to continuously improve our offering. New clients benefit from state-of-the-art industry thinking, which feeds into SAGE’s rich end-to-end functionality and modular user oriented architecture. Your back office functions are seamlessly taken care of by our package so that you can focus on adding value in investments and client relationships.

Portfolio Consolidation

360° Overview of customers

Prospero is a versatile multi-channel platform, designed to be accessed anywhere and on any device. Prospero increases the productivity of your client-facing staff by providing direct access to everything they need in a single click, thereby significantly reducing their administrative tasks. As soon as your conversation begins with a client, you have a complete 360° overview of where their portfolios have been and where they are headed to, as well as gaining the confidence to make suggestions about where you believe they can make improvements. Our analytics provide customers with a better perspective of day-to-day performance, valuation and forecasted future cash flows.

wealth-management-customers-advisory-resized
Learn more

Customers management

Seamless management of current and prospective clients

Technology may be disrupting asset management but the companies that thrive will be those that put the clients at the forefront of their business. Prospero 365 has been designed to cater for client-focused finance and banking companies. All aspects of CRM are covered, from prospect & investor due diligence to compliance & profiling and relationship management.

Learn more

Customers Portal

Provide customers with an eye-opening digital experience

Prospero Mobile App is a versatile multi-channel platform, which has been designed to be accessed anywhere: tablets, mobiles or laptops offer the same accessible interface. Prospero Mobile App provides your customers with a unique digital experience. Our solutions have drawn their inspiration from best-in-industry B2C applications to offer each individual customer the transparent and tailored investment advice they require, through a customizable multi-channel solution with a sleek interface.

Learn more

iam-investment-strategy-portfolio-management

Investment Strategy & Portfolio Management

“Be smart. Don’t try to time the market” Bloomberg

Sophisticated markets call for sophisticated strategies. Prospero 365 provides a 360 degree overview of your models’ and portfolios’ overall situation, so that your investment strategy is devised using all available information – its valuation, performance and relation to individual or blended benchmarks. You can check the viability of the strategy by stress-testing the portfolio’s asset allocation. There is everything you need to define market-leading strategy.

Learn more

Illiquid & Alternative Investments

Generate alpha in your alternative investments

Learn more

Analytics & reports

Comprehensive analytics, customizable reports

IAM & Family Office is nothing without good analytics. Prospero comes with a 360° Customer, Model, Fund and Portfolio Overview, with a collection of analytics for the things you do every day, such as valuation or performance calculation. We provide you with a large range of specific business analytics tools based on your specific requirements. A Call to Action is provided so that whatever the analytical function you are in, you can identify opportunities, make data-guided decisions and execute the smartest trades.

iam_analytics-and-reports_resized

Key asset classes coverage

Equity
Fund
Deposit & Loan
Private Equity
Hedge Fund
Structured Products
Real Estate
Fixed Income
Cash
Limited Partnership
Derivative
And More

Custodian Interfaces & Reconciliation

SAGE has established a wide range of connections to custodians, and data providers and facilitates core-banking systems integration through its open API. This allows us streamline and automate your middle and back office with advanced connections from numerous sources and to present data in a clean and coherent manner. Our team of finance and technology experts connects you to your counterparties and market infrastructures worldwide, enabling standardized, straight-through processing from settlement to corporate actions, saving costs and reducing risks.

Learn more

Pricing & Valuation

Reach operational excellence through a modern pricing and valuation module

Learn more

Fees

Streamline your fee process

Prospero provides complete control and organization – everything you need in terms of automated fee calculation and processing is provided. It allows you to integrate checks throughout the fee process, making it more reliable, cost effective and efficient. The daily challenges faced in terms of fees include asset valuation after distribution, AUM segregation, application of commission rates/tiers/discounts, calculation of performance/high water marks and a range of other complications. Prospero has been designed to cater for every eventuality, so that you spend less time on small, but nonetheless essential tasks.

Learn more

iam-family-office-fees

Middle & Back Office

It’s time for you to attain operational excellence

Prospero automates the entire post trade process, significantly reducing the workload of value-adding employees. Managers can rest assured that everything from trade transmission to book and confirmation is being taken care of by an efficient tool, which has been developed by a team of dedicated practitioners. The Prospero post-trade operations module provides comprehensive multi-currency, multi-asset class and multi-market support for transactions using automatic trade transmission (STP) between middle/back office and custodians/brokers. Post-trade instructions and confirmations are implemented using SWIFT messages.

Fund Administration & Transfer Agency

Market leading reporting and forecasting tool

Prospero’s Fund Administration module offers you a comprehensive range of features, including automated processes and report generation, giving you the time to focus on the higher value-creating aspects of your business. Our 360° fund overview allows you to analyze, manage and customize the activities of your fund in just a few mouse clicks. With Prospero, everything has been created with the modern financial manager in mind. Ensuring that a fund’s activities are in line with its prospectus has never been so effortless.

Learn more

Accounting

Maximize efficiency in your accounting processes

The Prospero Accounting module offers a comprehensive range of features, including automated processes, solutions for legally complex structures and report generation for any of your account requirements (IFRS, Swiss GAAP, US GAAP, etc.), allowing managers to focus on the higher value-creating aspects of your business.

Learn more

Implementation

6_logo_prospero

Quick setup module

Forget complex installation, configuration and set-up: Prospero Quick Setup is a unique combination of best practice and guided configuration to help customers implement Prospero Wealth Management the way they need it to be. Designed for IT and business experts, Prospero Quick Setup integrates everything that new customers need throughout the entire implementation lifecycle, from data migration through to deployment and release.

Modern Architecture

The art of designing a simple and modern architecture
A fusion of flexibility, brightness and scalability

Scalable

Robust

Open API

Prospero’s 365 solution: professional yet personal

Prospero 365’s solution for family investment offices and Independent Asset Managers has been designed with the aim of managing the portfolios of high net worth individuals and dealing with all the issues surrounding this. A mixed emphasis has been placed on both managing the portfolio and  the client relationship. Many of the back office functions have been automated for user simplicity – no more need for IT or specific financial expertises in your company hierarchy. We know that managing for a family is a more personal relationship where trust and confidentiality are paramount. Prospero’s family investment office solution reflects that.

Request Demo Download Booklet

Key Features Overview

Swiss excellence in a single user-oriented wealth management solution

Our location in Switzerland puts us at the epicenter of developments in banking and finance. The close client relationships we have fostered in these industries over the past 30 years have helped us to continuously improve our offering. New clients benefit from state-of-the-art industry thinking, which feeds into SAGE’s rich end-to-end functionality and modular user oriented architecture. Your back office functions are seamlessly taken care of by our package so that you can focus on adding value in investments and client relationships.

Portfolio Consolidation

360° Overview of customers

Prospero is a versatile multi-channel platform, which has been designed to be accessed anywhere and on any device. Prospero increases the productivity of your client-facing staff by providing direct access to everything they need in a single click, thereby significantly reducing their administrative tasks. As soon as your conversation begins with a client, you have a complete 360° overview of where their portfolios have been and where they are headed to, as well as gaining the confidence to make suggestions about where you believe they can make improvements. Our analytics provide customers with a better perspective of day-to-day performance, valuation and forecasted future cash flows.

fm_crm

Customers Management

Seamless management of current and prospective clients

Technology may be disrupting asset management but the companies that thrive will be those that put the clients at the forefront of their business. Prospero 365 has been designed to cater for client-focused finance and banking companies. All aspects of CRM are covered, from prospect & investor due diligence to compliance & profiling and relationship management.

asset-digital-customers-portal-section

Customers Portal

Provide customers with an eye-opening digital experience

Prospero Mobile App is a versatile multi-channel platform, which has been designed to be accessed anywhere: tablets, mobiles or laptops offer the same accessible interface. Prospero Mobile App provides your customers with a unique digital experience. Our solutions have drawn their inspiration from best-in-industry B2C applications to offer each individual customer the transparent and tailored investment advice they require, through a customizable multi-channel solution with a sleek interface.

Investment Strategy & Portfolio Management

“Be smart. Don’t try to time the market” Bloomberg

Sophisticated markets call for sophisticated strategies. Prospero 365 provides a 360 degree overview of your models’ and portfolios’ overall situation, so that your investment strategy is devised using all available information – its valuation, performance and relation to individual or blended benchmarks. You can check the viability of the strategy by stress-testing the portfolio’s asset allocation. There is everything you need to define market-leading strategy.

Illiquid & Alternative Investments

Generate alpha in your alternative investments

wm-analytics-and-reports

Analytics & Reports

Comprehensive analytics, customizable reports

IAM & Family Office is nothing without good analytics. Prospero comes with a 360° Customer, Model, Fund and Portfolio Overview, with a collection of analytics for the things you do every day, such as valuation or performance calculation. We provide you with a large range of specific business analytics tools based on your specific requirements. A Call to Action is provided so that whatever the analytical function you are in, you can identify opportunities, make data-guided decisions and execute the smartest trades.

Custodian Interfaces & Reconciliation

SAGE has established a wide range of connections to custodians, and data providers and facilitates core-banking systems integration through its open API. This allows us streamline and automate your middle and back office with advanced connections from numerous sources and to present data in a clean and coherent manner. Our team of finance and technology experts connects you to your counterparties and market infrastructures worldwide, enabling standardized, straight-through processing from settlement to corporate actions, saving costs and reducing risks.

Pricing & Valuation

Reach operational excellence through a modern pricing and valuation module

iam-family-office-fees-resized

Fees

Streamline your fee process

Prospero provides complete control and organization – everything you need in terms of automated fee calculation and processing is provided. It allows you to integrate checks throughout the fee process, making it more reliable, cost effective and efficient. The daily challenges faced in terms of fees include asset valuation after distribution, AUM segregation, application of commission rates/tiers/discounts, calculation of performance/high water marks and a range of other complications. Prospero has been designed to cater for every eventuality, so that you spend less time on small, but nonetheless essential tasks.

Middle & Back Office

It’s time for you to attain operational excellence

Prospero automates the entire post trade process, significantly reducing the workload of value-adding employees. Managers can rest assured that everything from trade transmission to book and confirmation is being taken care of by an efficient tool, which has been developed by a team of dedicated practitioners. The Prospero post-trade operations module provides comprehensive multi-currency, multi-asset class and multi-market support for transactions using automatic trade transmission (STP) between middle/back office and custodians/brokers. Post-trade instructions and confirmations are implemented using SWIFT messages.

Fund Administration & Transfer Agency

Market leading reporting and forecasting tool

Prospero’s Fund Administration module offers you a comprehensive range of features, including automated processes and report generation, giving you the time to focus on the higher value-creating aspects of your business. Our 360° fund overview allows you to analyze, manage and customize the activities of your fund in just a few mouse clicks. With Prospero, everything has been created with the modern financial manager in mind. Ensuring that a fund’s activities are in line with its prospectus has never been so effortless.

wm_accounting

Accounting

Maximize efficiency in your accounting processes

The Prospero Accounting module offers a comprehensive range of features, including automated processes, solutions for legally complex structures and report generation for any of your account requirements (IFRS, Swiss GAAP, US GAAP, etc.), allowing managers to focus on the higher value-creating aspects of your business.

Implementation

Quick setup module

Forget complex installation, configuration and set-up: Prospero Quick Setup is a unique combination of best practice and guided configuration to help customers implement Prospero Wealth Management the way they need it to be. Designed for IT and business experts, Prospero Quick Setup integrates everything that new customers need throughout the entire implementation lifecycle, from data migration through to deployment and release.

Modern Architecture

The art of designing a simple and modern architecture
A fusion of flexibility, brightness and scalability

Scalable, Robust, Open API

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