Finartis

Key Company Info

Have a look at the company, clients and references to learn whether this is a match for you.

Company

Facts about the company

Employees

50-100

Revenue

5M+

Founded

2016

Ownership

Owned by management

Incorporated

Switzerland

Locations

Lausanne
Dubai
Singapore
Manila

Top 5 Markets

Switzerland
United States of America
Singapore
United Arab Emirates

Total AUM

USD 500B+

Avg. AUM per client

USD 2B

Clients

Facts about the clients

Focus

Single family offices

Serves also

Multi family offices
Fund managers
Banks

Number

References

Request References

What Finartis's clients say

"Prospero’s unique modular design that integrates rules and workflow engines make it possible for smaller Fund Administrators such as Treppides Fund Services to benefit from a robust system otherwise only accessible to very large institutions."

Andreas Yiasemides

Partner, Treppides Fund Services Ltd

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Product

Get an overview of what this software does.

The basics

Basics about the product

Main tasks

Accounting
Risk Management
Data Aggregation
Trading (execution on platform)
Portfolio Management
Compliance
CRM
Consolidated Reporting

Top features

Accounting
Cash Projection
Alternative investments
Custodian interfaces
Philanthropy Management
Analytics, Risk Management
Collateral Monitoring
Compliance
Consolidation

Assets supported

Bankable assets
Private equity
Real estate
Rare collectibles

Compliance

MiFID II
GDPR
UCITS

Whitelabel

Yes

Download Detailed Feature List

Technology

Look under the hood

Type of Software

SAAS

Security

Encrypted Data
VPN Secured Network
User Authentication Full audit trail of users activity
Alerts in case of abnormal activity

Ecosystem

Java
Linux
Microsoft
Google

Integrations

Office 365
Bloomberg
Factset

Mobile App

Yes

Reporting-specific features

They handle reporting like this

Type of data

Transaction level data

Accuracy

Daily reconciliation automatically at both transaction and position level
Instruments valuations provided by custodians automatically verified against a third-party source

Custodians

300+

Time to new custodian

1 month

Multi-currency

Set multiple base currencies
Separate holding level gain/loss from currency gain/loss based on holding/position data, based on transaction data

Pricing & Co

Learn about the commercials

Cost structure

Custodian use based
Seat based
Feature based

Average cost p.a.

USD 70K

Support & Services

Learn what support and services you can expect

Support options

General contact mail or phone, Dedicated contact, In person on site support

Pricing of support

Based on SLA, On use basis

Onboarding

3 months or more depending on the scope and data migration effort

Customisation

Any part of the system such as reports, dashboards and ad-hoc features.

Bespoke development

We can build client-specific modules that may or may not become part of the mainline. Any feature which is not available can potentially be built as a bespoke development.

Added services

Data entry, Software development

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