Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
WealthWorks+ is a sophisticated software solution designed for the effective management and oversight of trusts, corporations, partnerships, funds, foundations, individuals, estates, and other intricate wealth arrangements, ensuring adherence to administrative and compliance standards. This platform empowers you with complete control over the management and access of your clients' financial assets. Its adaptable framework allows for customization to accommodate organizations of all sizes, while its innovative design guarantees that the system remains current with the latest technological advancements, providing you with confidence in a top-tier software experience. The inclusion of integrated, role-specific dashboards and user-friendly export options streamlines the process of retrieving essential information from the input data, enhancing efficiency and productivity. Additionally, the software's continuous updates ensure that users benefit from the latest features and improvements in wealth management technology.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft 365
No
Microsoft Azure
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
DigiPrima
Founded
2012
Country
United States
Website
www.digiprima.com/wealth-management-software-solution
Vendor Details
Company Name
WealthWorks
Founded
1995
Country
United Kingdom
Website
thewealthworks.com/wwplus/