Looking to make the most of your financial assets? We go beyond typical financial asset management software to provide robust tracking, oversight, and portfolio risk management.
With S-PRO, you will forget about outdated approaches and leverage cutting-edge financial asset management software.
Actively Managed Certificates (AMCs) put professional portfolio asset management software at your fingertips. Our cloud-based asset management software offers dynamic investment strategies across asset classes like equities and alternatives. With our AMC software, you can:
AMCs combine the expertise of an asset manager with the convenience of exchange-traded products.
Exchange-traded notes (ETNs) provide seamless access to specialized markets, making them a versatile asset management option. Using sophisticated technology, these debt securities track the value of underlying assets, such as commodities or emerging industries, without holding them. This approach guarantees clear and dependable performance tracking for investors with minimum error.
Ideal for investors seeking diversification, ETNs allow you to customize portfolio returns while exploring opportunities beyond traditional markets. With their unique structure and broad selection, ETNs are a versatile tool for achieving financial goals.
Looking for an investment solution customized to your goals? Separately Managed Accounts (SMAs) give you direct ownership of the securities in your portfolio. With SMAs, your investments align with your specific objectives. You get tax efficiency and control over individual securities.
Our cloud-based platform makes it easy for asset managers to meet your unique needs. It facilitates SMA management, providing detailed asset tracking and efficient portfolio oversight. The secure database enables real-time monitoring of your holdings and streamlined compliance, ensuring transparency and ease of management.
Our secure cloud-based platform supports this type of ETF so that investors can actively manage their portfolios rather than passively follow indexes. Real-time data powers informed adjustments to asset allocations and risk exposures. Diverse asset classes integrate seamlessly under one roof, and robust controls enhance risk management. Key benefits:
Limited Qualified Investor Funds (L-QIFs) provide access to exclusive asset classes such as real estate and private equity. Our cutting-edge funds management system offers seamless asset tracking, inventory management, and regulatory flexibility in handpicked jurisdictions.
No more spreadsheets — use a secure cloud-based platform that protects your data while aligning portfolios with your goals. L-QIFs deliver transparency, tax efficiency, and flexibility beyond traditional markets. Join the ranks of qualified investors, unlocking a world of alternative opportunities.
Institutions face a daunting task — navigating PRIIPs and MiFID II that govern structured products. Our cloud solution takes the burden off, seamlessly integrating compliance into operations. It ensures portfolios adhere to local and international standards, eliminating risks of non-compliance.
Performance reporting, risk analytics, regulatory filings, and tax lot accounting require specialized methodologies that align with IFRS, Basel III, and regional tax codes. Reports must be tailored to different asset classes, from liquid securities to illiquid alternatives.
We understand the challenges of core banking IT systems that may not support the dynamic needs of AMCs. Our application integrates seamlessly to fill functionality gaps, enabling efficient management of complex assets and multi-class investment strategies.
Your clients’ data is in good hands with us. We safeguard your sensitive information assets through advanced tracking and monitoring in real time. This provides you with robust security and builds trust with your clients.
Our platform streamlines portfolio management, helping you oversee investments efficiently. Execute asset strategies, explore scenarios through powerful simulations, and use analysis tools to make informed decisions that drive success and maximize returns.
Gain full transparency into investment performance with on-demand reports. Access a self-service portal for easy communication with asset managers and stay informed. Track performance and generate custom reports, ensuring you’re always in control of your investments.
Our flexible product design framework enables rapid prototyping and testing of new investment products. Automated documentation saves time, so you can focus on innovation. Build and iterate easily, gathering user feedback and gaining insights without engineering resources.
Our sales team works closely with you to understand business needs and provide custom reporting and scenario models. These tools enhance decision-making, increase upselling opportunities, and demonstrate how our solution adds value, driving revenue growth.
We specialize in seamless system integration, reducing operational overhead while providing scalability and flexibility. Our IT team ensures smooth integration with your systems, focusing on efficiency, so your solution grows with your business.
CTO
Meet Dmytro Voitekh, our Chief Technology Officer with over ten years of experience leading technology teams. Dmytro’s passion for artificial intelligence and machine learning fuels our drive for innovation. He is involved in every step of the product lifecycle, from crafting system designs to building top-performing teams.
Head of S-PRO Switzerland
Michael Barskyi leads S-PRO Switzerland as an experienced sales manager. He has a proven history in the information technology and services industry. His skills include negotiation, business planning, and customer service.
Senior Business Analyst
Dustin Schulze is a Senior Business Analyst with extensive expertise in financial strategy and transformation. He is skilled at boosting profits through strategic planning and operational improvements. Dustin leverages his analytical skills to identify opportunities that provide a competitive advantage.
CTO
Meet Dmytro Voitekh, our Chief Technology Officer with over ten years of experience leading technology teams. Dmytro’s passion for artificial intelligence and machine learning fuels our drive for innovation. He is involved in every step of the product lifecycle, from crafting system designs to building top-performing teams.
Head of S-PRO Switzerland
Michael Barskyi leads S-PRO Switzerland as an experienced sales manager. He has a proven history in the information technology and services industry. His skills include negotiation, business planning, and customer service.
Senior Business Analyst
Dustin Schulze is a Senior Business Analyst with extensive expertise in financial strategy and transformation. He is skilled at boosting profits through strategic planning and operational improvements. Dustin leverages his analytical skills to identify opportunities that provide a competitive advantage.
Fund management software is a solution that brings sophisticated investing capabilities, simplifies portfolio management, and provides comprehensive visibility over your investments. Key benefits include a consolidated view of all assets and liabilities, automated rebalancing and trading, secure storage for sensitive financial data, advanced analytics and forecasting, etc.
Our team ensures smooth API integrations with popular platforms like SAP, Oracle, or QuickBooks. This enables real-time data sharing, single sign-on for better usability, and tailored deployment options. Flexible and secure, the funds management system bridges your current tech stack with our advanced fund management capabilities for optimal efficiency and insight.
Our customizable financial asset management software offers:
Our asset management software empowers you to stay connected with your portfolio anytime, anywhere. Key features include:
We offer flexible pricing plans to suit the needs of your asset management operations. Options include:
We provide a trial period so you can test out the key features and integrations before committing. It allows you to experience the benefits firsthand.
Share your ideas, findings, and questions with us. We’re excited to extend our expertise to your project. After form submission, we’ll respond you within 24h.
