Finartis

Family offices managing assets across multiple custodians and asset classes face a familiar problem: data sits in disconnected systems, manual reconciliation consumes staff time, and client reporting lags behind actual portfolio positions. Finartis, a Swiss software publisher founded over 30 years ago under the name SAGE, built its Prospero Suite specifically to address this gap for wealth managers, independent asset managers, and family offices. The platform covers the full operational stack, from front-office client engagement to middle- and back-office processing, with real-time accounting and automated straight-through processing at its core.

For family offices, Finartis offers a dedicated IAM and Family Office module within the Prospero Suite. The platform connects to counterpart back-offices to automate daily booking and position updates, which eliminates the manual data entry that has historically plagued multi-bank family office setups. A testimonial from the head of a Dubai-based family office confirms this use case directly: Prospero plugs into custodian back-offices to deliver an automatically updated booking system and consolidated client reports.

Key capabilities available to family office users include:

• Multi-currency, multi-asset class portfolio management and performance attribution
• AML and KYC compliance tools with FATCA and CRS reporting
• Market, credit, and collateral risk management with Monte Carlo and historical simulation
• A client-facing digital portal and mobile app for portfolio transparency
• Integration with data aggregation providers, including a partnership with PCR for UHNW total wealth aggregation

Finartis operates from offices in Switzerland, Singapore, Dubai, and the Philippines, giving it coverage across European, Middle Eastern, and Asia-Pacific markets. Pricing is not disclosed publicly, and the platform appears primarily positioned for institutional clients such as private banks and larger family offices rather than smaller single-family offices with limited operational complexity.

• Front-to-back investment management and operations for family offices
• Automated custodian reconciliation and daily position updates
• Consolidated multi-account client reporting
• Regulatory compliance management including AML, KYC, FATCA, and CRS
• Portfolio risk monitoring and performance attribution
• Client-facing digital portal and mobile app delivery

• Prospero Suite front-to-back modular platform
• IAM and Family Office dedicated module
• Digital client portal and mobile app
• AML checklist management and screening export to Reuters World-Check
• FATCA and CRS status tracking and reporting
• Market risk module with VaR, expected shortfall, Monte Carlo and historical simulation
• Credit and collateral risk management with margin call workflows
• Pre- and post-trade compliance checks with breach monitoring
• Real-time accounting and straight-through processing
• AI-driven portfolio management via ARTIE technology

Built for Single Family Office (SFO), Multi Family Office (MFO), Investment Teams, Finance / Accounting Teams.

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

Offices in Switzerland, Singapore, Dubai, and Philippines with around-the-clock availability stated on the site.