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Description

The family oversees one or more active enterprises and typically maintains commercial real estate to bolster its business activities, while also holding passive stakes in related ventures, managing inter-company loans and guarantees, and acquiring valuable personal assets such as art and automobiles. Following the passing of the family's wealth creator, the legacy holdings are now under the stewardship of the second generation, whose members have utilized the family's resources to establish their own businesses and pursue personal investment interests. An extensive estate plan is in place to ensure benefits for the third generation and beyond, reflecting a commitment to long-term wealth preservation. The management of the family foundation now requires greater attention compared to the first generation. The family's wealth, which was amassed through a significant liquidity event, is strategically placed in various trusts benefiting children and grandchildren, while the family opts to invest its cash in a well-diversified portfolio that prioritizes both direct and alternative investment opportunities. As the family evolves, the focus on strategic growth and investment diversification continues to shape its financial landscape.

Description

Prospero by FINARTIS (formerly S.A.G.E.) offers a comprehensive suite of solutions that are specifically tailored for the financial services industry., specifically Family offices and independent asset management. Wealth management, fund administration and asset management are also included. The solution is comprehensive and covers all aspects of the financial sector's transactional, financial, processing, and reporting requirements, from the front-office to middle- and back-office.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$2000.00/year
Free Trial No 
Free Version No 

Pricing Details

$1760/month/user
FINARTIS offers the following 2 licensing options for its systems:
• One-time perpetual license Purchase with yearly maintenance and support contract.
With this option, the system can be installed at your premises and managed by your team. Alternatively, the purchased system can be hosted by us for an additional fee.
• A SaaS (Software as a Service) option includes all the software (Prospero, database, operating system…), infrastructure (servers, network, firewalls and backup capacity) as well as maintenance and support services to run the system and keep it up-to-date for a monthly fee.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Complex Interests

Founded

2012

Country

United States

Website

complexinterests.com

Vendor Details

Company Name

FINARTIS

Founded

1986

Country

Switzerland

Website

www.finartis.com/iam-family-office/

Product Features

Product Features

Fund Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Activity Tracking Yes 
Asset Management Yes 
Bank Reconciliation Yes 
Budgeting & Forecasting Yes 
Compliance Management Yes 
Donor Management Yes 
General Ledger Yes 
Partnership Accounting Yes 
Purchasing & Receiving Yes 

Investment Management

Accounting Management Yes 
Benchmarking Yes 
Bonds / Stocks Yes 
Client Management Yes 
Commodities Yes 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management Yes 
Modeling & Simulation Yes 
Payroll & Commissions Yes 
Performance Metrics Yes 
Portfolio Management Yes 
Risk Management Yes 

Alternatives

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