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features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

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Description

MSCI Wealth Manager serves as a comprehensive portfolio analytics and management solution tailored for wealth management firms and financial advisors focused on high-net-worth and ultra-high-net-worth clientele. This software enables investment teams to effectively construct, assess, monitor, and articulate client portfolios that encompass both public and private assets. Its robust features encompass risk, factor, and scenario analysis, model portfolio management, drift and exposure monitoring, as well as tax-aware optimization, portfolio proposals, and reporting capabilities. Additionally, it offers tools for evaluating potential client portfolios. The platform allows firms to implement their investment strategies and house views while customizing portfolios to align with client objectives and constraints. MSCI Wealth Manager seamlessly integrates with various wealth reporting and advisory systems, such as Addepar, Orion, Tamarac, and Black Diamond, and provides API-based connections to facilitate efficient portfolio and client data management workflows. This ensures that wealth management professionals can deliver tailored advice and maintain high standards of client service.

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 Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Addepar Yes 
Black Diamond Wealth Platform Yes 
Envestnet | Tamarac Yes 
MSCI Yes 
Orion Yes 

Integrations

Addepar No 
Black Diamond Wealth Platform No 
Envestnet | Tamarac No 
MSCI No 
Orion No 

Pricing Details

No price information available.
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 No 
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 No 
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) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

MSCI

Founded

1998

Country

United States

Website

www.msci.com/data-and-analytics/wealth-management/msci-wealth-manager

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

No Alternatives

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