+
+

Related Products

  • Nexo
    18,395 Ratings
    Visit Website
  • FreshBooks
    5,506 Ratings
    Visit Website
  • TriNet
    1,896 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • Centrex Software
    18 Ratings
    Visit Website
  • Source Defense
    7 Ratings
    Visit Website
  • NewOrg
    120 Ratings
    Visit Website
  • Time Tracker by eBillity
    3,434 Ratings
    Visit Website
  • Oxylabs
    1,145 Ratings
    Visit Website
  • kama.ai
    9 Ratings
    Visit Website

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.

About

Provisian makes it easy to build a financial plan, manage risk, and communicate financial advice, all from a unified platform. Simulate market conditions to manage risk and make informed decisions. Seamlessly integrate Provisian with over 11,000 financial institutions. A comprehensive platform to collaborate with clients and track performance. A responsive team at your fingertips, available whenever, wherever. Stay connected to clients with a comprehensive financial profile, designed to predict outcomes, minimize risks, and enable more intelligent decisions. Simplify client communications with a centralized portal and intuitive reporting. Design an investment strategy tailored to your client's risk profile and objectives. Visualize and control the assumptions that drive each projected outcome. Perform Monte Carlo simulations and make informed financial decisions. Run thousands of cutting-edge simulations to identify the most probable outcomes.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Advisers and investment professionals searching for a solution to better manage the relationship with their clients and their data

Audience

Investors, professional users, and anyone requiring a tool to transform their personal finances into insights

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$75 per month
Free Version
Free Trial

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

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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

Provisian
provisian.com

Alternatives

Alternatives

Summit

Summit

Summit Wealth Systems
MoneyWare

MoneyWare

Miles Software (EbixCash)
BITA Risk

BITA Risk

corfinancial
ModelRisk

ModelRisk

Vose Software
@RISK

@RISK

Lumivero

Categories

Categories

Integrations

Ally Invest
Authorize.Net
CITI Unify
Charles Schwab
Chase Business Complete Banking
Fidelity
Microsoft 365
Microsoft Azure
Robinhood
SoFi
Vanguard
Wells Fargo Business Checking
ecotime

Integrations

Ally Invest
Authorize.Net
CITI Unify
Charles Schwab
Chase Business Complete Banking
Fidelity
Microsoft 365
Microsoft Azure
Robinhood
SoFi
Vanguard
Wells Fargo Business Checking
ecotime
Claim DigiPrima and update features and information
Claim DigiPrima and update features and information
Claim Provisian and update features and information
Claim Provisian and update features and information