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Description
Olivia Prime stands out as an effective and intuitive software solution for managing Social Security disability cases. It allows users to handle a greater number of cases with reduced effort and in a shorter timeframe. With its affordable pricing, user-friendly interface, and cloud-based accessibility, it’s designed to meet the needs of advocates. Moreover, Olivia Prime is equipped with a suite of innovative tools that enhance the speed and efficiency of the SSA disability process. Additionally, the software offers features that enable users to manage and oversee their staff seamlessly. Secure communication with clients is facilitated, and it automatically keeps track of important upcoming events. Unlike many competitor case management systems, Olivia Prime is straightforward to learn and provides complimentary video training resources. By using Olivia Prime, you can significantly improve your win rates while enhancing overall operational effectiveness. The software also plays a key role in elevating customer service standards. Begin or grow your advocacy practice with this highly adaptable software, which is recognized as one of the best in the industry for its flexibility and comprehensive features.
Description
Prime Trust has developed a universal asset platform that utilizes our unique core system, enabling the custody of a diverse array of assets that traditional institutions often find challenging to handle effectively. As the financial technology sector progresses, numerous applications are moving away from conventional USD payments, banking, and custody services, and are starting to embrace a broader spectrum of assets, including cryptocurrencies and securities. With PrimeCore, users can manage all these assets within a single account, ensuring both convenience and seamless integration. The flexibility that consumers seek is reflected in the diverse account types offered by PrimeCore. It begins with straightforward custodial accounts tailored for both individuals and institutions, while also extending beyond typical Banking-as-a-Service frameworks by offering tax-advantaged accounts like IRAs and various asset protection trusts. As a reputable, independent custodian, we have established ourselves as the industry’s reliable provider of secure storage solutions for both traditional and innovative assets. This commitment to security and versatility makes PrimeCore an ideal choice for clients navigating the evolving asset landscape.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$99 per month
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
Disability Associates
Founded
1986
Country
United States
Website
www.advocateincomenetwork.com
Vendor Details
Company Name
Prime Trust
Founded
2016
Country
United States
Website
www.primetrust.com/prime-custody/
Product Features
Human Services
Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management
Product Features
AML
Behavioral Analytics
Case Management
Compliance Reporting
Identity Verification
Investigation Management
PEP Screening
Risk Assessment
SARs
Transaction Monitoring
Watch List
