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features
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support

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Description

Point offers a cloud-native, data-centric Investment Data Intelligence (IDI) platform tailored for wealth and asset management professionals, such as family offices, external asset managers, private banks, and advisory firms. This platform effectively aggregates and harmonizes intricate investment data, including custodial information, various platforms, AIFMs, direct investments, real estate, foreign exchange, and collectibles, all within multi-asset, multi-custody, and multi-currency frameworks, thereby providing an independent Investment Book of Record (IBOR) that is refreshed on a daily basis. The system manages and secures the ingestion of data, utilizes cutting-edge analytics and AI-based insights, and presents comprehensive visualizations of portfolio performance, risks, and opportunities through customizable dashboards. Its open APIs and modular architecture allow for seamless integration with front-office CRM systems, client portals, reporting tools, and back-office applications, ensuring that data remains clean, reconciled, and readily shareable across various workflows. As a result, users benefit from enhanced decision-making capabilities and improved operational efficiency in managing their investment portfolios.

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

No details available.

Integrations

No details available.

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 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

Point

Founded

2017

Country

United Kingdom

Website

pointgroup.io/investment-data-intelligence-platform

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 

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