FINARTIS was honored to serve as a Platinum sponsor at this year’s Trust Officers Association of the Philippines (TOAP) Annual Convention, held from February 21-23, 2025, at the SEDA Lio Estate in El Nido, Palawan. This premier banking technology event brought together leaders in wealth management technology and trust banking
Lausanne, Switzerland, June 6th 2023 – A panel of judges for Capital Finance International (CFI) has declared FINARTIS’s Prospero as the global winner for Best Wealth Management Software Solutions for 2023. CFI, based in London, carries out its annual award programme with the goal to identify and reward excellence wherever it is found.
As we tread into the new year, we would like to take this opportunity to share with you some achievements and exciting news we had in the past few months. Business Operation This year we are launching a new business operation service for our clients. With this service, our
Tolochenaz, Switzerland, August 3rd 2021 – With the accelerating digitization among banks, IBS Intelligence, an independent publication covering the financial technology industry, has released the findings of its latest Sales League Table which showed growing momentum in the adoption of digital banking solutions. IBS reviewed over 2,073 deals closed by
MONTREAL, May 3, 2021 – Valsoft Corporation Inc. (“Valsoft”), a Montreal-based company specializing in the acquisition and development of vertical market software businesses, is pleased to announce the acquisition of Finartis, a leader in wealth management software, headquartered in Switzerland. Finartis is committed to the development of high-quality software solutions. Jean–Luc Freymond, CEO of Finartis,
Geneva, Switzerland, February 5th 2021 – Prospero Wealth Management won the “Best in Client Communications Solution” award from the Eighth Annual WealthBriefing Swiss Awards 2021 on 4th February. WealthBriefing, published by ClearView Financial Media, is the leading subscription-based business intelligence service for the wealth management community and the supporting publication
Lausanne, December 1st, 2020 – Matimpex, a family office located in the middle-east, is live with Prospero Family Office to support them to streamline and automate their back office with advanced custodian interfaces and to maximize the services it offers to its clients. Prospero is the market-leading solution for financial
Lausanne, Switzerland, November 10th 2020 – Prospero won the “Best in Transaction Processing Solution” award for Wealth Management in the Seventh Annual WealthBriefing MENA Awards for Excellence 2020 held at the Sofitel Dubai Downtown in Dubai, United Arab Emirates last 9th November. WealthBriefing, the leading subscription-based business intelligence service for
Lausanne, Switzerland, June 22nd 2020 –The annual Sales League Table report, considered the global industry barometer ranking leading banking technology suppliers, was released by IBS Intelligence, an independent publication covering the financial technology industry. After a review of systems purchases made by over 1,700 banks across 240 products from 62
NEW YORK and ZURICH, May 14, 2020 /PRNewswire/ — Private Client Resources (PCR), the leading provider of total wealth data aggregation services to ultra-high net worth (UHNW) families and institutions today announced a partnership with FINARTIS SA, the leading Swiss-Based provider of investment management and risk reporting to major private banks, pensions, and family