+
+

Related Products

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

An automated financial advisor platform that you can trust and customize! Wealthbot is based on open source principles and gives you total control over your wealth management solution. Save you and your company time, by using Wealthbot's automated customer on-boarding solution! Wealthbot has built an in-house, custom, automated rebalancing platform that helps you stay within your clients risk tolerance. Wealthbot has built a custom-made custodian integration. We let the big banks handle the cash as they have layers of physical and technical security controls. Develop your own custom portfolio models. Wealthbot gives you the ability to assign clients with a specific risk score, certain pre-built models of your choosing. Wealthbot uses the same 128-bit level of encryption that the banks use. Plus, clients’ assets reside with your custodian and are never directly handled by our system.

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

Businesses searching for an open-source Wealth Management solution

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

$99 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

Wealthbot
www.wealthbot.io

Alternatives

Alternatives

MoneyWare

MoneyWare

Miles Software (EbixCash)
M2Advisor

M2Advisor

M2Wealth
BITA Risk

BITA Risk

corfinancial
Agilis Investment Management

Agilis Investment Management

Agile Financial Technologies

Categories

Categories

Integrations

Microsoft Azure
Amazon Web Services (AWS)
Docker
Docusign
Google Cloud Platform
Microsoft 365
Slack

Integrations

Microsoft Azure
Amazon Web Services (AWS)
Docker
Docusign
Google Cloud Platform
Microsoft 365
Slack
Claim DigiPrima and update features and information
Claim DigiPrima and update features and information
Claim Wealthbot and update features and information
Claim Wealthbot and update features and information