--- title: "Prospero Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Prospero Software - reviews, pricing plans, popular comparisons to other Investment Management products and more." source_url: "https://www.capterra.com/p/18383/Prospero/" page_type: "product" language: "en" --- # Prospero Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 14, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) Prospero ## What is Prospero? Prospero suite of solutions are precisely fitted to the needs of specific segments of the financial services industry: Wealth Management, Asset Management, Fund Administration, and Family Offices/Independent Asset Management. Prospero covers all financial, transactional, processing and reporting needs from the Front-Office to the Middle and Back-Office areas. ## What is Prospero used for? [Investment Management](https://www.capterra.com/investment-management-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $1500 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Prospero?[Manage this product listing](https://www.g2.com/products/finartis-prospero/claim_requests/new?auto=true) ## Prospero Overview Updated September 2026 AI summary Prospero supports businesses of all sizes in managing investments by offering tools for portfolio management, benchmarking, compliance tracking, and risk management. It covers bonds, stocks, and commodity futures, with additional features such as customizable reports, forecasting, and a client portal. Prospero is available via cloud, web, Mac, and Windows, and includes API and document management options. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Prospero 0.0 VS. [### Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (278)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) Starting Price $1500 per user, per month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 3.6 (278) Value For Money 0.0 (0) Value For Money 3.8 (266) Customer Service 0.0 (0) Customer Service 4.1 (273) ## Prospero alternatives [Trade Ideas](https://www.capterra.com/p/253071/Trade-Ideas/) [4.6 (38)](https://www.capterra.com/p/253071/Trade-Ideas/reviews/) Starting price $17.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/253071/Trade-Ideas/) [Direct Advisory Suite](https://www.capterra.com/p/276296/Direct-Advisory-Suite/) [4.2 (22)](https://www.capterra.com/p/276296/Direct-Advisory-Suite/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 77% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/276296/Direct-Advisory-Suite/) [Human Interest](https://www.capterra.com/p/230513/Human-Interest/) [4.0 (36)](https://www.capterra.com/p/230513/Human-Interest/reviews/) Starting price $80.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 75% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/230513/Human-Interest/) Highest Rated [Avestor](https://www.capterra.com/p/10024787/Avestor/) [5.0 (9)](https://www.capterra.com/p/10024787/Avestor/reviews/) Starting price $600.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10024787/Avestor/) ## FAQs about Prospero Overview ### What company size and specific industries is Prospero built for? Prospero is designed for financial services firms of all sizes, especially those employing portfolio managers, private bankers, wealth managers, financial advisors, and risk or operations managers. It fits organizations in investment management, private banking, wealth management, and related financial advisory sectors. Features and Usability ### What are the key features of Prospero? Prospero offers customizable reports and forecasting as core features, along with real-time reporting and reporting & statistics. It also includes client management, document management, workflow management, audit trail, compliance tracking, risk management, portfolio management, and investments tracking for financial operations and oversight. Integrations ### Which third-party tools and platforms does Prospero integrate with? Prospero connects natively to Front and Howspace. Getting Started and Support ### What training and onboarding options does Prospero offer? Prospero provides in person training, live online sessions, and documentation to help teams get started. In person training supports direct instruction, live online sessions allow guided setup remotely, and documentation gives written reference material for self-paced review and feature lookup. Getting Started and Support ### What customer support options does Prospero offer? Prospero provides email/help desk, phone support, 24/7 live rep, and chat. These channels give users several ways to reach support for setup or account questions. No reviewer feedback about support quality is available, so no claims can be made about response times, helpfulness, or common frustrations. ## Features AI summary Based on 877 Investment Management reviews Not all investment management software covers every must-have feature. Here is what Capterra reviewers flag as essential when choosing a solution: - **Performance Metrics** (**39%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**43%**) Prospero supports **Performance Metrics** and **Investments Tracking**, giving teams a clear view of portfolio results and ongoing asset activity. However, it does not include **Reporting/Analytics**. Instead, it offers **Portfolio Management** (**40%**) and **Benchmarking** (**38%**), which can help firms organize holdings and compare results against targets or market standards, helping businesses monitor investment performance and make more informed portfolio decisions. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Audit Trail A record of all activities within the system, including user access, changes made, etc. Benchmarking Compare key metrics for the business against prominent players in the industry Bonds/Stocks Purchase and track both bonds and stocks in the portfolio Prospero 19 features ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Benchmarking: Compare key metrics for the business against prominent players in the industry - Bonds/Stocks: Purchase and track both bonds and stocks in the portfolio - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Commodity Futures: Track and trade contracts to transact in tangible goods at a certain price in the future - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Customizable Reports: Alter the layout and content of reports - Document Management: Store, manage, and track all electronic documents in a centralized location - Forecasting: Form predictions based on past and present data/trends - Fund Management: Manage allocation and performance of financial assets - Investments Tracking: Monitor capital allocation and asset prices over time - Order Management: Manage and track customer orders for goods, investments, or any other purchases - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties --- ## Pricing Free Trial Basic $1,500 ## Integrations [ Front](https://www.capterra.com/p/132901/Front/)[ Howspace](https://www.capterra.com/p/161180/Howspace/) ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.