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features
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support

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Description

Akuiteo serves as a comprehensive management, operational, and financial solution tailored specifically for companies that engage in project-based services. This ERP solution is crafted to address the full range of management and monitoring needs required by businesses. With a clientele exceeding 100 companies both in France and internationally, Akuiteo is frequently recognized for its strong focus on fostering client relationships, providing valuable assistance through project consultants, and achieving high levels of customer satisfaction. The platform equips managers of service-oriented companies with essential indicators to track the progress and profitability of their projects effectively. Over the past two decades, we have dedicated ourselves to designing, developing, and seamlessly integrating our management solutions. In comparison to 80 other firms in the sector, including notable names like Cegid, Microsoft, Oracle, Sage, and SAP, Akuiteo has been acknowledged as the software publisher delivering the most exceptional customer relationship experience. Additionally, in recent years, Akuiteo has committed to a continuous improvement process aimed at enhancing the work environment and overall well-being of its employees. This dedication not only boosts employee morale but also contributes to the sustained success of the company.

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

Napta Yes 

Integrations

Napta No 

Pricing Details

$30.00/month/user
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 Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
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 Yes 

Customer Support

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

Types of Training

Training Docs Yes 
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

Akuiteo

Founded

2011

Country

France

Website

www.akuiteo.com/en

Vendor Details

Company Name

FINARTIS

Founded

1986

Country

Switzerland

Website

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

Product Features

ERP

Accounting Integration Yes 
Accounting Management Yes 
CRM Yes 
Dashboard Yes 
Distribution Management No 
Enterprise Asset Management No 
Financial Management Yes 
HR Management No 
Inventory Management Yes 
Order Management Yes 
Project Management Yes 
Purchase Order Management Yes 
Purchasing Yes 
Reporting/Analytics Yes 
Sales Management Yes 
Supply Chain Management No 
Warehouse Management No 

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 

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