New Prospero’s Wealth Advisor dashboard now unleashed

17 November 2008

SAGE revealed at its two key notes addresses that kick off this week, the Finance Forum event in Zurich and the Wealth Management Summit in Singapore that its banking system Prospero gets a whole new set of bells and whistles.

The news was broken by Jean-Luc Freymond, CEO of the company, at the eve of the launch of these two events.

Prospero, is delivering a new Front-end interface for its Prospero banking system, which is the simplest and most comprehensive of its kind. With its “Wealth Advisor” dashboard, the Prospero’s entire Front-end interface has been reworked and streamlined.

Relationship Managers and Portfolio Managers are now able to create their own customizable screens which can be visible to management and to designated sales force. Everything from CRM, portfolio query, list of portfolios, AUMs, trade shortcuts has been reworked to make a more seamless and easy-to-use interface.
Bankers and managers will be able to view list of their clients, detailed CRM information, performance reviews, alerts, integrate RSS financial feeds, view charts and print reports. All this information can be accessible through a secured browser through Prospero’s new jazzy Wealth Advisor dashboard.

A new wave of shortcuts to hit the Wealth Advisor dashboard include: assigned tasks, last accessed features, meeting notes, and a quick trade capture screen.

According to Tarek Hamdan, CMO of SAGE, this puts Prospero well ahead of competition where SAGE was the first to spot the trend for a need of a smart, efficient and a one-stop shopping dashboard for RMs on the move. He adds that the Wealth Advisor does not only target Wealth Management firms, but also Asset Management firms, but also retail banks that want to offer a wide range of products to its customers.

Not to neglect the efficiency of such a tool, Patrick Rotzetter, COO of SAGE, talked about the technological and competitive edge that Prospero’s Wealth Manager dashboard brings to financial firms when combined with the suite of Prospero’s banking modules. Prospero’s Wealth Advisor is the premiere intuitive interface that interacts with a banking system, in real time, and offers the full array of financial and CRM data.

SAGE is a leading Swiss based software development company specialized in servicing the financial industry. SAGE has branches in Dubai and in Singapore. Prospero, its flagship product, offers a full and modular banking system that can be installed in the shortest time to market.

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