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Average Ratings 0 Ratings

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ease
features
design
support

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Description

SS&C’s Global Wealth Platform (GWP) serves as a robust, cloud-driven solution designed to facilitate the complete management of your investment activities within one unified platform that utilizes a single database provided by one vendor. This innovative platform connects your front, middle, and back offices while ensuring that data remains consistent throughout every stage of the investment journey. By utilizing GWP, you can eliminate the complications associated with merging various components from multiple suppliers for different processes. Its adaptable and modular design allows for extensive customization to meet specific workflow demands. Additionally, being a cloud-native solution, GWP significantly reduces operational costs, decreases maintenance needs, and streamlines the upgrade process, thereby enhancing overall efficiency. The integration capabilities of GWP also foster improved collaboration across teams, ultimately driving better investment outcomes.

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$1760/month/user
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

SS&C Technologies

Founded

1986

Country

United States

Website

www.ssctech.com

Vendor Details

Company Name

FINARTIS

Founded

1986

Country

Switzerland

Website

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

Product Features

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

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

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