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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

Boost client engagement by collaborating with their family and professional connections while ensuring top-tier security measures are in place. A prominent fintech consulting firm based in New York City has recognized us as the "clear choice" for organizational needs, highlighting our focus on estate planning and a seamless user experience. Ineffective document management systems can severely hinder client interactions, making it essential to engage clients in a proactive manner. By receiving timely notifications about client activities, you can anticipate their needs before they even make a request. Currently, staff members often resort to collaborating outside established portals, utilizing emails and cloud drive links, which can lead to inefficiencies. This approach can consume countless hours that could be better spent on productive tasks. Our solution offers real-time synchronization with your current cloud storage, significantly minimizing administrative burdens. By avoiding the sending of emails with attachments or links, we also mitigate compliance and security risks. The intuitive, user-friendly interface we provide helps to lessen client inquiries, while existing portals often restrict collaboration to only the primary client contact. Our platform allows for straightforward teamwork with external parties, and controlled access ensures that only the appropriate contacts can view sensitive information, thereby enhancing overall security and cooperation. This comprehensive approach not only streamlines processes but also fosters a more engaged client relationship.

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

SideDrawer

Founded

2018

Country

Canada

Website

sidedrawer.com/professionals.html

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

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

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