Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Nexo Reviews & Ratings
    16,530 Ratings
    Company Website
  • FreshBooks Reviews & Ratings
    5,477 Ratings
    Company Website
  • cside Reviews & Ratings
    25 Ratings
    Company Website
  • TriNet Reviews & Ratings
    854 Ratings
    Company Website
  • NaviPlan Reviews & Ratings
    Company Website
  • Source Defense Reviews & Ratings
    7 Ratings
    Company Website
  • Centrex Software Reviews & Ratings
    18 Ratings
    Company Website
  • NewOrg Reviews & Ratings
    116 Ratings
    Company Website
  • Proton Mail Reviews & Ratings
    108,630 Ratings
    Company Website
  • kama.ai Reviews & Ratings
    8 Ratings

What is DigiPrima?

We enable our clients to adeptly handle the intricate challenges that arise from working with multiple advisers. Our state-of-the-art wealth management software not only strengthens existing relationships but also helps in building new ones. DigiPrima stands out as an innovative solution that allows for thorough management of clients' financial portfolios, covering all aspects from wealth creation and protection to succession and estate handling. The platform consistently monitors financial transactions, assesses related risks, and conducts automated data evaluations to facilitate quick and well-informed decisions. By enhancing your digital customer service experience with comprehensive visibility, we empower wealth managers to thrive. Additionally, we provide a centralized portal for money managers to address concerns and improve the feedback mechanism through automation. Our approach also incorporates governance, risk management, and compliance to safeguard assets across your organization. Acknowledged worldwide, we are a reputable software development firm. Our customer relationship management tool efficiently organizes client information and enhances operational workflows, resulting in superior service delivery. With our solutions, you can elevate your financial management techniques and significantly boost client satisfaction, ultimately paving the way for long-term success. By investing in our technology, you are choosing to lead in the competitive landscape of wealth management.

What is Axisoft?

Axisoft emerges as a leading financial technology service provider with offices in Hong Kong, Singapore, Shanghai, Zhuhai, and Shenzhen. Since our inception in 1998, we have played a crucial role in aiding top private banks globally to improve their profitability through the implementation of our solutions in various countries. What sets us apart is our deep-rooted expertise in finance and technology, which enables us to deliver industry-leading solutions, develop high-quality applications, and provide exceptional local support. Each member of the Axisoft team possesses a strong background in both financial and technological fields, allowing us to accurately identify and address the challenges and needs faced by financial institutions. This interdisciplinary knowledge equips us to utilize the most appropriate technologies to assist these institutions in achieving their business objectives. Additionally, our solutions have earned acclaim in the tech community for their innovative nature and effectiveness, reinforcing our reputation. We are dedicated to maintaining excellence, which positions us prominently within the ever-evolving financial technology sector, while constantly adapting to meet the changing demands of our clients.

Media

Media

Integrations Supported

Microsoft 365
Microsoft Azure
Square POS

Integrations Supported

Microsoft 365
Microsoft Azure
Square POS

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

DigiPrima

Date Founded

2012

Company Location

United States

Company Website

www.digiprima.com/wealth-management-software-solution

Company Facts

Organization Name

Axisoft

Date Founded

1998

Company Location

China

Company Website

www.axisoft.com

Categories and Features

Categories and Features

Popular Alternatives

Popular Alternatives

MoneyWare Reviews & Ratings

MoneyWare

Miles Software (EbixCash)
BITA Risk Reviews & Ratings

BITA Risk

corfinancial
Surecomp RIVO Reviews & Ratings

Surecomp RIVO

Surecomp