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Description
We empower our clients to successfully navigate the complexities associated with multiple advisers. Our innovative wealth management software enhances your ability to cultivate current relationships while fostering new connections. DigiPrima is a groundbreaking solution that facilitates the comprehensive management of clients' financial portfolios, encompassing everything from wealth generation and safeguarding to succession and estate management. Our platform continuously tracks client monetary movements, evaluates associated risks, and performs automatic data analyses to support prompt and informed decision-making. Enhance your digital customer service experience with complete visibility that equips wealth managers for success. Develop a unified portal for money managers to report issues, and streamline the feedback process through automation. Additionally, we integrate governance, risk management, and compliance to ensure asset protection throughout your organization. Renowned globally, we are a trusted software development company. Our customer relationship management solution effectively organizes client data and optimizes operational workflows, ultimately leading to improved service delivery. With our tools, you can elevate your financial management strategies to new heights and ensure greater client satisfaction.
Description
Begin accepting electronic payments today to streamline your recordkeeping processes. Automate your payment plans and quickly issue invoices that clients can pay online! The registration process is straightforward, and there are no monthly charges involved. Communicate effortlessly with your clients by sending text messages with images directly through Prima.Law, ensuring your personal number remains private! With PrimaPay, you can issue invoices for online payments, accept payments in your office, or establish autopay options for payment plans—all without a monthly fee! Additionally, Prima.Law now features a calendar that helps you manage deadlines, reminders, and appointments effectively. The platform also offers role-based permissions, allowing you to control access to sensitive billing information in your cases. With the Chrome Extension, immigration attorneys can easily connect with government agency websites to gather valuable client information. Enhance your firm's efficiency by managing invoicing, collections, and payments seamlessly within the Prima.Law ecosystem, ensuring a comprehensive solution for your practice. This integration not only simplifies financial management but also promotes better communication and organization.
API Access
Has API
API Access
Has API
Integrations
Clio
Dropbox
Gmail
Google Calendar
Google Docs
Google Forms
HubSpot Marketing Hub
Microsoft 365
Microsoft Azure
PracticePanther Law Practice Software
Integrations
Clio
Dropbox
Gmail
Google Calendar
Google Docs
Google Forms
HubSpot Marketing Hub
Microsoft 365
Microsoft Azure
PracticePanther Law Practice Software
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
DigiPrima
Founded
2012
Country
United States
Website
www.digiprima.com/wealth-management-software-solution
Vendor Details
Company Name
Brevort River Studios
Founded
2014
Country
United States
Website
prima.law/
Product Features
Product Features
Legal Case Management
Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting