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
The prima:Time application enhances your efficiency by monitoring the time allocated to various tasks, assessing your performance, and enabling detailed billing for each activity. This app is widely embraced by law and tax firms, creative agencies, software development companies, and anyone eager to monitor their productivity levels. Used in over 100 countries and available in more than seven languages, prima:Time allows users to effortlessly create time entries with just a few clicks and navigate the software with ease. As a cloud-based solution, it can be accessed on multiple devices, providing a comprehensive view of how time is utilized while identifying areas of inefficiency. Users can set their hourly rates and generate detailed invoices based on recorded hours. The application also ensures reliable and secure integration with other tools and platforms. With a commitment to maximizing productivity, we invite you to experience prima:Time risk-free for 14 days, without the need for a credit card. Don’t miss out on this opportunity to optimize your time management!
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
$3.99 per month
Free Trial
No
Free Version
Yes
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
Yes
iPad App
Yes
Android App
Yes
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
Yes
Webinars
No
Live Training (Online)
Yes
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
ABRA Software
Founded
1991
Country
Czech Republic
Website
www.primaerp.com
Product Features
Product Features
Time Tracking
Automatic Time Capture
No
Billable & Non-Billable Hours
Yes
Billing & Invoicing
Yes
Employee Database
No
Expense Tracking
No
Mobile Time Tracking
Yes
Multiple Billing Rates
Yes
Offline Time Tracking
Yes
Online Time Tracking
Yes
Overtime Calculation
Yes
Time per Project Reporting
Yes
Timesheet Management
Yes
Vacation / Leave Tracking
No