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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

Thanks to the innovative use of flexible API technology, unique wealth management solutions are made possible by aixigo's Wealth Management Platform. This platform features the high-performance aixigo:BLOXX, which can be customized in various combinations to meet the specific needs of financial service providers. The ability to tailor the composition of aixigo:BLOXX allows these providers to create wealth management services that align perfectly with their unique requirements and preferences. Additionally, the platform facilitates user authentication, ensuring secure verification and authorization of identities. It also plays a crucial role in analyzing financial products, portfolios, and benchmarks by leveraging both current and historical market data. By identifying potential risks stemming from factors such as economic changes or price volatility, it enhances the decision-making process. Furthermore, it offers a comprehensive user interface for effective portfolio data visualization and analysis. The platform is also instrumental in selecting and aggregating various building blocks, financial products, model portfolios, and benchmarks while efficiently managing reports to support informed financial strategies. Overall, the flexibility and customization offered by aixigo's platform elevate the standard for wealth management services in the industry.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$1760/month/user
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

FINARTIS

Founded

1986

Country

Switzerland

Website

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

Vendor Details

Company Name

aixigo

Country

Germany

Website

www.aixigo.com/high-performance-wealth-management-platform

Product Features

Fund Accounting

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

Investment Management

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

Product Features

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