Prima CloudPrima Software
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Related Products
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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.
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About
A global cloud-based ERP and eCommerce solution designed specifically for the Business Supplies industry.
Prima is a leading software provider to business supplies dealers in the UK & Ireland and now provides the same great software and value to dealers across the USA.
Since 2019, Prima has been converting US dealers to its ERP Software, providing a modern, constantly evolving software system that improves sales opportunities, drives efficiency, and reduces costs.
By leveraging the power of Prima Cloud Software, Marketplace, and Business Intelligence, we ensure that our customers can enjoy a scalable, flexible, and secure solution for their business needs.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Advisers and investment professionals searching for a solution to better manage the relationship with their clients and their data
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Audience
Office Supplies dealers looking to drive efficiency, automation and business growth
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationDigiPrima
Founded: 2012
United States
www.digiprima.com/wealth-management-software-solution
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Company InformationPrima Software
Founded: 1998
United Kingdom
www.primasoftware.co
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Categories |
Categories |
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ERP Features
Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management
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Integrations
Microsoft 365
Microsoft Azure
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