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DirectoryIT & CommunicationSoftware DevelopmentLausanneFINARTIS SA
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FINARTIS SA

Summary

About the company

FINARTIS SA develops investment and risk management software for private banks, family offices, asset managers and fund managers. Its Prospero Suite is a modular front-to-back platform providing front, middle and back-office functionality together with a digital customer portal and a mobile app for client-facing and operational workflows.

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Offering

Products & services

Industry:Software Development
✓ Offered4
Prospero Suite
Modular front-to-back software for wealth management, fund management, IAM & family office and asset management; with front-, middle- and back-office functions, compliance, order management, analytics and reporting.
Prospero Mobile App and Web Portal
Multichannel digital platform for clients and relationship managers; with portfolio overviews, personalized reports, secure messaging, order management and a customizable user interface.
Prospero Essentials
Compact Prospero package for smaller institutions and family offices; with relevant functionality for operations, portfolio management and rapid onboarding in less than two months.
BlackSwan
Asset allocation and risk management platform with value-at-risk, volatility, expected shortfall, factor model, portfolio analysis and customizable reports.
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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-199.623.357
Founded
2017 · 9 years
Last commercial register change
December 19, 2023
Employees
21 to 50

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