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What is Fundpath?

Wealth managers often invest a significant amount of their time interacting with the asset management field, frequently finding that much of this time is taken up by calls that are either unqualified, misplaced, or irrelevant. In response to this issue, a groundbreaking solution has been developed that effectively bridges the information gap, allowing asset managers to swiftly pinpoint the appropriate contacts, optimal timing, and pertinent discussion topics, thereby enabling wealth managers to concentrate on issues that genuinely matter to them. Fundpath has publicly pledged to achieve carbon neutrality in accordance with PAS 2060 standards and is also focused on fostering more efficient practices while reducing wasteful ones, which contributes to a decrease in the indirect carbon emissions of the industry. This forward-thinking strategy not only improves operational effectiveness but also resonates with the increasing demand for sustainable practices within the financial services sector. By prioritizing these initiatives, Fundpath is positioning itself as a leader in both asset management efficiency and environmental responsibility.

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.

Media

Media

Integrations Supported

Microsoft 365
Microsoft Azure

Integrations Supported

Microsoft 365
Microsoft Azure

API Availability

Has API

API Availability

Has API

Pricing Information

Free
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

Fundpath

Date Founded

2021

Company Location

United Kingdom

Company Website

www.fundpath.co.uk

Company Facts

Organization Name

DigiPrima

Date Founded

2012

Company Location

United States

Company Website

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

Categories and Features

Categories and Features

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