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DirectoryIT & CommunicationSoftware DevelopmentLausanneFINARTIS Group SA
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FINARTIS Group SA

Summary

About the company

FINARTIS Group SA is a software provider that develops investment and risk management solutions for private banks, asset managers, funds and family offices. Its product portfolio includes the modular Prospero Suite and the Prospero Mobile App, which provide front-, middle- and back-office functionality, automation and digital customer and sales portals.

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Offering

Products & services

Industry:Software Development
✓ Offered4
Prospero Suite
Front-to-back solution for Wealth Management, Fund Management, IAM & Family Office as well as Asset Management with front-, middle- and back-office capabilities, customer portal, CRM, compliance, analytics, orders and reconciliation.
Prospero Mobile App and Web Portal
Digital client and advisor platform with portfolio overviews, reporting, secure messaging, order management, white-label customization and cross-channel use on web, tablet and mobile.
BlackSwan
Asset allocation / risk management platform with market, credit and portfolio risks, value-at-risk, volatility, expected shortfall, portfolio analysis and configurable reports.
Prospero Essentials
Compact package for smaller institutions and small to mid-sized Family Offices with relevant core functions, cost-efficient onboarding and a short implementation time.
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Reviews

Aggregated rating

Aggregated rating
4.5
of 5

Aggregated from 2 reviews across all connected sources

Sources
GGoogle4.52
★TrustpilotSoon
PProvenExpertSoon

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Location

Rue du Pont 22
1003 Lausanne

At a glance

Legal form
Corporation
UID
CHE-174.974.585
Founded
2016 · 10 years
Last commercial register change
December 19, 2023
Employees
21 to 50

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