+
+

Related Products

  • AlternativeSoft
    19 Ratings
    Visit Website
  • Allvue
    5 Ratings
    Visit Website
  • FundCount
    11 Ratings
    Visit Website
  • SafetyIQ
    27 Ratings
    Visit Website
  • Virtuous
    241 Ratings
    Visit Website
  • PowerDMS
    635 Ratings
    Visit Website
  • ConnectWise Identify Assessment
    Visit Website
  • ConnectWise PSA
    646 Ratings
    Visit Website
  • BetterCommerce
    17 Ratings
    Visit Website
  • Ubeya
    56 Ratings
    Visit Website

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

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

Audience

A comprehensive and integrated wealth management solution for large and medium-sized financial institutions

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

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

Company Information

Fi-Tek
Founded: 1999
United States
www.fi-tek.com/globalwealthes

Alternatives

Alternatives

MoneyWare

MoneyWare

EbixCash
Agilis Investment Management

Agilis Investment Management

Agile Financial Technologies
Prospero

Prospero

FINARTIS

Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

Microsoft 365
Microsoft Azure

Integrations

Microsoft 365
Microsoft Azure
Claim DigiPrima and update features and information
Claim DigiPrima and update features and information
Claim Global WealthES and update features and information
Claim Global WealthES and update features and information