PriceMetrix

PriceMetrix

McKinsey & Company
DigiPrima PriceMetrix

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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.
PriceMetrix:

About

Data-driven insights for wealth management advisors and executives. PriceMetrix helps wealth management firms elevate their businesses across hundreds of dimensions using the world’s largest retail wealth-management dataset. PriceMetrix combines the power of industry data and advanced business intelligence into one integrated platform. Financial advisors and wealth management firms partner with us to improve productivity, client experience, and decision-making, while identifying and pursuing growth opportunities. We provide instant visibility into industry best practices, ensuring clients have access to the best available information to help them build a healthy, growing wealth management practice.
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
PriceMetrix:

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
PriceMetrix:

Audience

Wealth management advisors and executives
DigiPrima:

Support

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

Support

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

API

Offers API Not Supported
PriceMetrix:

API

Offers API Not Supported
DigiPrima:

Screenshots and Videos

PriceMetrix:

Screenshots and Videos

DigiPrima:

Pricing

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

Pricing

$25000.00/month
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
PriceMetrix:

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
PriceMetrix:

Training

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

Company Information

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

Company Information

McKinsey & Company
Founded: 1926
United States
www.pricemetrix.com
DigiPrima:

Alternatives

PriceMetrix:

Alternatives

Summit

Summit

Summit Wealth Systems
DigiPrima:
PriceMetrix:
VestmarkONE

VestmarkONE

Vestmark
DigiPrima:
MoneyWare

MoneyWare

Miles Software (EbixCash)
PriceMetrix:
MoneyWare

MoneyWare

Miles Software (EbixCash)
DigiPrima:
PriceMetrix:
BITA Risk

BITA Risk

corfinancial
DigiPrima:
BITA Risk

BITA Risk

corfinancial
PriceMetrix:
enVisual360

enVisual360

enSynergy Professional Services
DigiPrima:

Categories

Wealth Management Supported
PriceMetrix:

Categories

PriceMetrix:

Investment Management Features

Accounting Management Not Supported
Benchmarking Supported
Bonds / Stocks Supported
Client Management Not Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Not Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Not Supported
Risk Management Not Supported
DigiPrima:

Integrations

Coral Not Supported
Microsoft 365 Supported
Microsoft Azure Supported
Sidekicker Not Supported
PriceMetrix:

Integrations

Coral Supported
Microsoft 365 Not Supported
Microsoft Azure Not Supported
Sidekicker Supported
DigiPrima:
Claim DigiPrima and update features and information
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PriceMetrix:
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