We help Wealth Managers worldwide serve their clients better
We work together with you to deliver middle- and back-office operations excellence through intelligent solutions.
Prospero Suite
Wealth Management
Prospero Suite’s Wealth Management solution is designed and built in Switzerland, a country with a rich history in banking and finance. Switzerland’s world-class banking industry is renowned for its diversity in products and services. Maintaining its status among the world’s foremost banking industries requires highly dynamic systems that can support the wide range of operations it performs across the spectrum of asset classes, currencies and regulations. Prospero Suite allows each client to navigate this environment and become a reference in its space.
Focus
Discover our award winning Swiss-quality solution for private banks and financial institutions such as asset managers, fund managers and family offices. Our out-of-the-box solutions enable our customers to build smarter businesses, improve customer satisfaction and generate higher returns.
Process Automation
Automated operations process
Data Aggregation.
Across all asset classes and activities
Risk Management
Measure and reduce risks.
DIGITAL CUSTOMER PORTAL
Provide customers with an eye-opening digital experience.
Our solutions have drawn their inspiration from best-in-industry B2C applications to offer each individual customer the transparent and tailored investment advice they require, through a customizable multi-channel solution with a sleek interface.
CRM & SALES MARKETING
Track and manage clients’ investment goals and objectives, investment constraints and preferences. You can also set monitor and contact preferences (including reporting and sales-marketing) so that your relationship with the client matches their requirements.
CUSTOMER'S ADVISORY & RELATIONSHIP MANAGEMENT
Prospero’s aim is to constantly exceed client expectations, perfect relationships and reduce administrative tasks.
