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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.

About

The prima:Time app helps increase your productivity by tracking the time spent on tasks, analyzing your performance and eventually billing out every activity. The prima:Time app is popular among law & tax firms, creative agencies, software houses or anyone who wants to track productivity. prima:Time is being used in more than 100 countries and in more than 7 languages around the world. Create time records with just few clicks and master the application easily. The cloud-based app is available on various devices everywhere. Get a clear overview of how you spent your time and detect time wasting. Set an hourly rate and create comprehensive bills from the tracked time. Reliably and securely integrates with other applications and systems. We love to be productive and always want to get the most of our time. So come join us! 14 days for free, no credit card requirements. What are you waiting for?

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

Companies searching for a solution to increase their productivity

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

$3.99 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

ABRA Software
Founded: 1991
Czech Republic
www.primaerp.com

Alternatives

Alternatives

Prima.Law

Prima.Law

Brevort River Studios
Prima XL

Prima XL

Prima Solutions
MoneyWare

MoneyWare

Miles Software (EbixCash)
Prima Cloud

Prima Cloud

Prima Software
BITA Risk

BITA Risk

corfinancial
Agilis Investment Management

Agilis Investment Management

Agile Financial Technologies
SmartDesigner

SmartDesigner

Modern HighTech

Categories

Categories

Time Tracking Features

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

Integrations

Microsoft 365
Microsoft Azure

Integrations

Microsoft 365
Microsoft Azure
Claim DigiPrima and update features and information
Claim DigiPrima and update features and information
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Claim primaERP Time Tracking and update features and information