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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 Black Diamond Wealth Platform?

Wealth management presents a myriad of challenges, including fostering client relationships, maintaining compliance, and handling tasks related to reporting and rebalancing. The Black Diamond® Wealth Platform enables you to dedicate the appropriate time needed to adeptly support your clients at every stage of their financial journey. Featuring intuitive dashboards, robust functionalities, seamless integrations, and exceptional service, it simplifies the delivery of a refined and modern client experience. Clients enjoy a tailored portfolio dashboard that provides immediate insights into performance metrics, expected income, allocation distributions, and activity overviews. Furthermore, the secure two-way document vault facilitates the efficient sending, storage, and auditing of vital documents, such as custodial statements. By integrating external account aggregation, you can accurately assess net worth and create detailed balance sheet reports, thereby improving financial transparency for clients. This comprehensive strategy ensures that both you and your clients remain well-informed and actively involved in the management process while fostering a sense of collaboration. Ultimately, the platform not only enhances operational efficiency but also strengthens the client-advisor relationship.

Media

Media

Integrations Supported

Microsoft 365
Microsoft Azure
MoneyGuidePro
Nitrogen
ProTracker Advantage
RightCapital

Integrations Supported

Microsoft 365
Microsoft Azure
MoneyGuidePro
Nitrogen
ProTracker Advantage
RightCapital

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

SS&C Advent

Date Founded

1983

Company Location

United States

Company Website

blackdiamond.advent.com

Categories and Features

Categories and Features

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