Europe

FINARTIS: Best Wealth Management Software Solutions Global 2023

FINARTIS, which pulls its name from a blend of finance and art, is a Swiss software publisher aiming to revolutionise wealth management through smart technology. By automating middle- and back-office operations, FINARTIS frees up the front office to focus on superior customer service.

FINARTIS solutions create cost-saving efficiencies and improved margins for its clients. Its flagship product Prospero is an award-winning solution with an impressive track record. The company differentiates itself from the competition on numerous fronts. FINARTIS wealth management software solutions provide comprehensive coverage of global markets. The team provides clients with round-the-clock assistance through offices in Europe, Asia Pacific and the Middle East. FINARTIS holds quarterly meetings to proactively build a roadmap for stronger client relationships and reactive agility. The company invests in its own R&D and consistently onboards new technology every year. FINARTIS relies on dynamic systems to operate across asset classes, currencies and regulations. It has established a stable market position, growing and evolving in tandem with a wide spectrum of clients, including financial institutions, family offices and asset managers. FINARTIS hi-tech solutions allow clients to streamline operations and realise cost savings — both welcome benefits in a market where inflation and other pressures continue to threaten profit margins. FINARTIS was acquired in May 2021 by Valsoft, a Montreal-based company specialising in the acquisition and development of vertical market software businesses.

The CFI.co judging panel announces FINARTIS as the 2023 global award winner for Best Wealth Management Software Solutions.

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