Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Prisidio ensures your life remains structured and shields you from disorder. Essential documents, such as wills and insurance policies, are maintained in an orderly fashion for easy access. You can compile a list of significant individuals in your life, granting them selective access to your digital files and pertinent information. Beyond the digital realm, it also assists in monitoring your physical assets and their respective locations. With Prisidio, you have a centralized, secure platform to manage all your crucial personal documents and information in a well-organized and current manner. It allows you to pinpoint and document your trusted circle, including family, friends, and professional advisors—such as your spouse, children, parents, doctors, lawyers, REALTORS®, and financial experts. Additionally, you can establish access rights and set up automatic triggers to ensure that the right individuals can reach the information they need at the appropriate moments. Moreover, Prisidio encourages you to identify all the sites where your important documents and information are stored, encompassing both digital storage solutions and physical locations. This comprehensive approach ensures that both your digital and physical assets are accounted for and easily managed.
Description
We develop digital solutions tailored specifically for investors, advisors, broker-dealers, and financial brands. Wealthbox serves as an elegantly designed CRM that enables financial advisors to effortlessly manage client relationships and collaborate with colleagues. No more straining your eyes amid overwhelming data; our user-friendly layout and efficient note-taking feature allow you to seamlessly track all communications, including calls, emails, documents, and financial details. Stay connected with your prospects and clients by engaging with them on social platforms like Twitter, ensuring you remain informed and relevant. Enhance your productivity and save valuable time with our intuitive system; simply click on a contact's phone number within Wealthbox, and we will initiate a call to both you and your contact instantly. Additionally, you can easily send, forward, and Bcc emails to your personal Wealthbox email dropbox address, which will automatically associate those communications with the appropriate contact record in your account. This streamlined approach not only simplifies your workflow but also enhances your overall efficiency in managing client interactions.
API Access
Has API
No
API Access
Has API
No
Integrations
Ariath
No
CircleBlack
No
Easyflow
No
ElectroNeek
No
GeoMaps
No
Integrately
No
Intulse
No
MoneyGuide
No
Moneytree
No
Motileo
No
Integrations
Ariath
Yes
CircleBlack
Yes
Easyflow
Yes
ElectroNeek
Yes
GeoMaps
Yes
Integrately
Yes
Intulse
Yes
MoneyGuide
Yes
Moneytree
Yes
Motileo
Yes
Pricing Details
$9.99 per month
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
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
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Prisidio
Founded
2020
Country
United States
Website
www.prisid.io
Vendor Details
Company Name
Starburst Labs
Country
United States
Website
www.wealthbox.com
Product Features
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No
Product Features
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
No