DigiPrima Greenlock

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DigiPrima:

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.
Greenlock:

About

Greenlock is an independent wealth oversight platform offering Swiss-based, zero-knowledge architecture and full traceability to enhance transparency and capital efficiency for single- and multi-family offices. It provides comprehensive fee benchmarking and reduction services, performance audits, PE/VC portfolio optimization, real estate monitoring, executive reporting, and core capital risk surveillance. It uncovers hidden costs, including bank, private equity, and hedge fund fees, through advanced analytics and net-of-fee evaluations, empowering wealth owners to make fee-aware decisions. Family offices can generate tailored, automated reports with customizable modules covering risk, return, fees, benchmarks, and non-bank assets. Greenlock integrates with existing systems without selling financial products or managing assets, ensuring fully owner-aligned incentives. It processes over $2 billion in assets and has achieved substantial fee savings for clients.
DigiPrima:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Greenlock:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
DigiPrima:

Audience

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

Audience

Professional trustees looking for a tool providing independent oversight and optimization of investment fees, performance, and portfolio efficiency
DigiPrima:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Greenlock:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
DigiPrima:

API

Offers API Not Supported
Greenlock:

API

Offers API Not Supported
DigiPrima:

Screenshots and Videos

Greenlock:

Screenshots and Videos

DigiPrima:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
Greenlock:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
DigiPrima:

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
Greenlock:

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
DigiPrima:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
Greenlock:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported
DigiPrima:

Company Information

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

Company Information

Greenlock
Switzerland
www.greenlock.io
DigiPrima:

Alternatives

Greenlock:

Alternatives

DigiPrima:
Greenlock:
DigiPrima:
MoneyWare

MoneyWare

Miles Software (EbixCash)
Greenlock:
DigiPrima:
Greenlock:
Assetmax

Assetmax

Fimax AMS
DigiPrima:
BITA Risk

BITA Risk

corfinancial
Greenlock:
DigiPrima:

Categories

Wealth Management Supported
Greenlock:

Categories

Family Office Supported
Wealth Management Supported
DigiPrima:

Integrations

Microsoft Azure Supported
Microsoft 365 Supported
Greenlock:

Integrations

Microsoft Azure Supported
Microsoft 365 Not Supported
DigiPrima:
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Greenlock:
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Claim Greenlock and update features and information