DigiPrima Performativ

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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.
Performativ:

About

Providing wealth managers and their clients the powerful, secure, affordable wealth management software that is fit for the future. Dive into a suite of tools that transform complex tasks into intuitive experiences, making every interaction a step towards financial brilliance. Performativ is helping clients across the full spectrum of the wealth management sector. Performativ provides a comprehensive front-to-back wealth management solution with robust technology capabilities. Performativ offers seamless custodian integrations, reducing operational costs while enhancing overall efficiency. Performativ simplifies managing a large client base with intuitive portfolio management, saving time on routine tasks. Advisors can create reports according to their specific requirements, enhancing communication and satisfaction for their 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
Performativ:

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
Performativ:

Audience

Businesses interested in a secure Wealth Management software
DigiPrima:

Support

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

Support

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

API

Offers API Not Supported
Performativ:

API

Offers API Not Supported
DigiPrima:

Screenshots and Videos

Performativ:

Screenshots and Videos

DigiPrima:

Pricing

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

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
Performativ:

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
Performativ:

Training

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

Company Information

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

Company Information

Performativ
Denmark
www.performativ.com
DigiPrima:

Alternatives

Performativ:

Alternatives

WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.
DigiPrima:
Performativ:
Summit

Summit

Summit Wealth Systems
DigiPrima:
MoneyWare

MoneyWare

Miles Software (EbixCash)
Performativ:
DigiPrima:
BITA Risk

BITA Risk

corfinancial
Performativ:
BITA Risk

BITA Risk

corfinancial
DigiPrima:
Performativ:
DigiPrima:

Categories

Wealth Management Supported
Performativ:

Categories

Wealth Management Supported
DigiPrima:

Integrations

Bloomberg Not Supported
Microsoft 365 Supported
Microsoft Azure Supported
Salesforce Not Supported
Performativ:

Integrations

Bloomberg Supported
Microsoft 365 Not Supported
Microsoft Azure Not Supported
Salesforce Supported
DigiPrima:
Claim DigiPrima and update features and information
Claim DigiPrima and update features and information
Performativ:
Claim Performativ and update features and information
Claim Performativ and update features and information