DigiPrima Objectway

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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.
Objectway:

About

The front-to-back intelligent and modular platform designed to answer to the increasing wealth management innovation demand is available on the cloud. Based on 30 years of experience and product innovation we empower you to master today’s challenges and seize tomorrow’s opportunities as we cast a vision for your future growth. Be more effective in your day-to-day tasks, better serve your clients and increase revenues with a smart client management solution. 360° view of client data, investments, assets and relationships, document store, and tracking. Enhance prospect conversion and strengthen client relationships through integrated digital capabilities. Reduce time to onboard with smart KYC capture adapting to each client type and integrated AML scoring engine. Reduce complexity and proactively manage more clients through omnichannel processes. Increase advisor productivity and enhance process efficiency.
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
Objectway:

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
Objectway:

Audience

Investors and advisors searching for a solution to improve performance, manage portfolio, and ensure security and compliance
DigiPrima:

Support

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

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
DigiPrima:

API

Offers API Not Supported
Objectway:

API

Offers API Not Supported
DigiPrima:

Screenshots and Videos

Objectway:

Screenshots and Videos

DigiPrima:

Pricing

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

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

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Review this Software
Objectway:

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
Objectway:

Training

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

Company Information

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

Company Information

Objectway
Italy
www.objectway.com/objectway-wealthtech-suite/
DigiPrima:

Alternatives

Objectway:

Alternatives

DigiPrima:
Objectway:
DigiPrima:
MoneyWare

MoneyWare

Miles Software (EbixCash)
Objectway:
DigiPrima:
Objectway:
Summit

Summit

Summit Wealth Systems
DigiPrima:
BITA Risk

BITA Risk

corfinancial
Objectway:
Thomson ONE Wealth

Thomson ONE Wealth

LSEG Data & Analytics
DigiPrima:

Categories

Wealth Management Supported
Objectway:

Categories

Wealth Management Supported
DigiPrima:

Integrations

Microsoft 365 Supported
Microsoft Azure Supported
Objectway:

Integrations

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