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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
A retail bank would not be able to acquire clients today if it did not have a portal for internet banking. We believe that insurance and investment banking will follow this trend.
We partnered with experts in the industry to build a financial platform that automates and consolidates back office operations. This system was built with the Investor in mind. Our goal was to make safe and simple investing for Investors.
Appealing design. Clean and modern user interface that guides the client through the process step by step. Omni channel. Available on desktop, mobile and tablet with the option of switching from one device to another using QR codes. Chatbot for help. Help function during the onboarding process.
Text, image or video can be used to promote offers. Clients can also download a full document that is attached to the respective offering. Clients can choose from more than one offer during onboarding.
API Access
Has API
API Access
Has API
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
Tonic
Founded
2013
Country
Malta
Website
tonicsolution.com
Product Features
Product Features
Investment Management
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