It is the growing client base of Cluster Family Office has made it difficult for them to consolidate portfolios with custodian banks and provide high-quality reports, said Cluster Family Office CEO, Mr. Santi Soliveres Garcia-Garnero.
"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," Garcia-Garnero remarked.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
"We chose Prospero after carefully evaluating more than 10 different software providers and after a year-long selection process" Garcia-Garnero further added.
Cluster Family Office offers tailor-made solutions to HNWIs and families by monitoring their assets, consolidating their portfolios, and providing superior reporting, while SAGE SA is known for its Prospero suite of solutions, which provides specific software for each sector of the finance industry.
In the future, Cluster Family Office plans to provide clients with online access to Prospero.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
