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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
API Access
Has API
Integrations
Asset-Map
Chat Agents
CloudQix
Desktop.com
FP Alpha
Hubly
Integrately
Intulse
MoneyGuide
MyRepChat
Integrations
Asset-Map
Chat Agents
CloudQix
Desktop.com
FP Alpha
Hubly
Integrately
Intulse
MoneyGuide
MyRepChat
Pricing Details
$9.99 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
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
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
