Cluster Family office has launched SAGE SA’s financial software, Prospero IAM and Family Office, thereby facilitating the servicing of their clients.
“We chose Prospero after carefully evaluating more than 10 different software providers and after a year-long selection process” says Cluster Family Office CEO, Mr. Santi Soliveres Garcia-Garnero.
Cluster Family Office is a Barcelona-based international wealth management firm. They offer tailor-made solutions to high-net-worth individuals (HNWIs) and families by monitoring their assets, consolidating their portfolios, and providing superior reporting.
As Cluster Family Office’s client base has grown, consolidating portfolios with custodian banks and providing high-quality reports has become a challenge. “A multi-family office is required to maintain high standards of service, needs a flexible system that handles multiple asset classes and prices from different sources, and has to cut down on manual processes,” says Garcia-Garnero.
That challenge was solved by SAGE SA, a software development company that services the global financial industry. Established in 1986 and headquartered in Lausanne, Switzerland, SAGE SA is known for its Prospero suite of solutions, which provides specific software for each sector of the finance industry.
“Many of the software providers we evaluated showed some interesting functionalities, but SAGE SA, with Prospero, was a one-stop shop for the functionality required by a multi-family office,” says Garcia-Garnero. “They cover the whole scope of this very demanding and large activity."â¨â¨
Cluster Family Office plans to provide clients with online access to Prospero in the future.
“I am very happy to welcome a new family office in our growing client base in Europe and the first in Spain,” says SAGE SA CEO, Mr. Jean-Luc Freymond.