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About

We help empower our clients to address the challenges of working with multiple advisers. Our wealth management software enables you to better manage existing relationships and join new ones. DigiPrima is a revolutionary wealth management solution that allows you to manage your client's entire financial lives, from wealth creation and protection to succession planning and estate management. Our software solution monitors client money flows, assesses risk, and automatically analyzes data to make informed decisions in real-time. Build a digital customer service experience with end-to-end visibility that empowers wealth managers. Create a single portal that money managers can use to report issues, then automate the feedback workflow. Integrate governance, risk, and compliance across your organization to protect assets. Globally acclaimed brand-trusted software development company. Our customer relationship management software organizes client information and streamlines processes.

About

Wealth managers spend a significant portion of their time interacting with the asset management industry. They tell us that much of that time is spent fielding unqualified, misplaced and irrelevant calls. An innovative solution that bridges the information disconnect by allowing asset managers to quickly understand who they should be talking to, when and about what, helping wealth managers to spend time on issues that are important to them. Fundpath has made a declaration of commitment to carbon neutrality in accordance with PAS 2060. Fundpath will also encourage more effective practices and reduce those which are wasteful, therefore helping to reduce the industry’s indirect carbon emissions.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Wealth and asset management industries searching for a next generation intelligent fintech solution that helps harness the power of collective 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

Free
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:

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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

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

Company Information

Fundpath
Founded: 2021
United Kingdom
www.fundpath.co.uk

Alternatives

Alternatives

MoneyWare

MoneyWare

Miles Software (EbixCash)
BITA Risk

BITA Risk

corfinancial
Agilis Investment Management

Agilis Investment Management

Agile Financial Technologies

Categories

Categories

Integrations

Microsoft 365
Microsoft Azure

Integrations

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