OpenSolution

OpenSolution

Openfinance
DigiPrima OpenSolution

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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.
OpenSolution:

About

OpenSolution by Openfinance is a comprehensive wealth management platform that covers the entire life cycle of managing client assets. This modular, no-code solution allows financial institutions to automate portfolio management, reporting, advisory services, and more. By ensuring regulatory compliance from start to finish, OpenSolution helps businesses manage risk, enhance client satisfaction, and optimize their commercial activities. With flexible integration options, clients can customize the platform to meet their unique needs while benefiting from powerful tools for managing portfolios, assets, and client interactions.
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
OpenSolution:

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
OpenSolution:

Audience

Wealth management firms, financial advisors, investment fund managers, and financial institutions looking for a customizable, no-code solution to automate portfolio management, ensure compliance, and enhance client service
DigiPrima:

Support

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

Support

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

API

Offers API Not Supported
OpenSolution:

API

Offers API Not Supported
DigiPrima:

Screenshots and Videos

OpenSolution:

Screenshots and Videos

DigiPrima:

Pricing

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

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
OpenSolution:

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
OpenSolution:

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
OpenSolution:

Company Information

Openfinance
Founded: 2002
Spain
openfinance.es/index.php/en/explore-opensolution/
DigiPrima:

Alternatives

OpenSolution:

Alternatives

MoneyWare

MoneyWare

Miles Software (EbixCash)
DigiPrima:
OpenSolution:
DigiPrima:
MoneyWare

MoneyWare

Miles Software (EbixCash)
OpenSolution:
Tower

Tower

TechRules
DigiPrima:
OpenSolution:
DigiPrima:
BITA Risk

BITA Risk

corfinancial
OpenSolution:
WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.
DigiPrima:

Categories

Wealth Management Supported
OpenSolution:

Categories

Wealth Management Supported
DigiPrima:

Integrations

Microsoft 365 Supported
Microsoft Azure Supported
Vertalo Not Supported
OpenSolution:

Integrations

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