Wealth EOffice

Wealth EOffice

REDVision Technologies
+
+

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About

Prisidio keeps your life organized and keeps you free from chaos. Vital documents, like insurance policies and wills are kept orderly and accessible. The important people in your life are listed with selected access to your digital files and information. And it’s not just about digital, keep track of your physical assets and their physical locations* too. Prisidio provides you with one secure location to keep all your important personal documents and information organized and up to date. Identify and list your inner circle of trusted family, friends, and advisors—your spouse or partner, children, parents, doctors, lawyers, REALTOR®, and financial advisors. You can also set access privileges and automatic triggers to provide the right access to the right people at the right time. Prisidio helps you identify all the locations or places* where you keep important documents and information—like digital storage accounts, devices, and physical locations.

About

Multi assets and investments of the clients can be conveniently managed from single platform with no more efforts. Get rid of the physical documents and applications and let the technology do it on your behalf that reduces your cost of operations. Develop various reports to perform analysis of the investments from all perspectives that improves your strategy day by day. Get the alerts for matured investments, due SIPs, insurances, birthdays and anniversaries of your clients to serve better and make the relations stronger. Multiple tools and facilities are made available keeping in mind every need of advisors which are useful on routine basis. Convenient to operate the platform with its unique and attractive UI which keeps your clients engaged on the portal.

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

Companies searching for a cloud-based vault solution to securely store, organize, and share life's essential documents and information

Audience

Business managers interested in a powerful Investment 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

$9.99 per month
Free Version
Free Trial

Pricing

No information available.
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

Prisidio
Founded: 2020
United States
www.prisid.io

Company Information

REDVision Technologies
Founded: 2007
India
www.redvisiontech.com

Alternatives

Alternatives

WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.
StyleADVISOR

StyleADVISOR

Informa Business Intelligence
Palms LMS

Palms LMS

Intermezzon
Captools/net

Captools/net

Captools
Dropbox Scan

Dropbox Scan

Dropbox
netfiles Deal Room

netfiles Deal Room

netfiles GmbH

Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

No info available.

Integrations

No info available.
Claim Prisidio and update features and information
Claim Prisidio and update features and information
Claim Wealth EOffice and update features and information
Claim Wealth EOffice and update features and information