Prosperus Wealth
Portfolio & Fund Administration Platform
An intuitive Wealth administration platform
Our Wealth administration solution offers an elaborate yet easy-to-operate solution for managing the tasks required by middle and back-office investment operations. It includes an impressive toolkit of functionalities and rich analytics designed for both providers and clients. Our platform is MiFID and AIFMD compliant with associated reporting capabilities.
Features
Operations
Roles & 4-eyes principle
CRM & documents
Corporate actions
Portfolio analysis
Fund Administration
Alerts & dashboards
Clients
Online onboarding
Dashboards
Reports & statements
Reports & Statements
It is incredibly important for reports to be accurate and produced in a timely fashion. We designed meaningful and modern reports & statements that will satisfy even the most demanding customers.
State of the art platform
User experience is very important to us. We put a lot of effort to have the best possible user interface with meaningful content. Prosperus Wealth has a mobile friendly UI giving stakeholders you the freedom to access from any device.
Benefits
Save time and money for providers and clients
Fully compliant with all applicable laws and EU directives
Improve client satisfaction and retention
Help providers achieve their digital transition
Increase efficiency and improve outcomes
Fund Analytics
The fund analytics is thoughtfully designed to provide a comprehensive and user-friendly overview of the fund.
Efficiency and improved outcomes
Clients enjoy the visual simplicity of the information flow of their investment portfolios with an intuitive dashboard that helps them understand how performance is generated. Having such visibility reduces manual report requests and improves the content and quality of the financial services provided.