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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies that need a solution to improve their digital wealth management experience

Audience

Advisers and investment professionals searching for a solution to better manage the relationship with their clients and their data

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Advisor360
United States
www.advisor360.com

Company Information

DigiPrima
Founded: 2012
United States
www.digiprima.com/wealth-management-software-solution

Alternatives

Alternatives

SpeciVim

SpeciVim

Specitec
WealthMapper

WealthMapper

tietoevry
Agilis Investment Management

Agilis Investment Management

Agile Financial Technologies

Categories

Categories

Integrations

Microsoft 365
Microsoft Azure

Integrations

Microsoft 365
Microsoft Azure
Claim Advisor360 and update features and information
Claim Advisor360 and update features and information
Claim DigiPrima and update features and information
Claim DigiPrima and update features and information