Wealth EOfficeREDVision Technologies
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Related Products
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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.
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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.
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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
Companies searching for a cloud-based vault solution to securely store, organize, and share life's essential documents and information
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Audience
Business managers interested in a powerful Investment Management solution
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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
$9.99 per month
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 InformationPrisidio
Founded: 2020
United States
www.prisid.io
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Company InformationREDVision Technologies
Founded: 2007
India
www.redvisiontech.com
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Categories |
Categories |
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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
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Integrations
No info available.
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Integrations
No info available.
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