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What is Prima Cloud?

You have the ability to efficiently handle orders while engaged in phone conversations, enabling you to share comprehensive insights regarding products, various available options, pricing structures, and inventory levels both on hand and from suppliers. This immediate access allows for effective cross-selling opportunities! Additionally, it provides a distinct chance to study, comprehend, and analyze your clients' purchasing behaviors. Understanding the spending patterns of your customers will empower your sales team to acquire new clients while retaining existing ones. Contracts can incorporate elements such as net pricing or margins, PACT, and customizable discount tiers, alongside margin and markup bands, quantity discounts, and special pricing arrangements. With Prima Cloud, your business processes can be automated, significantly enhancing operational efficiency and minimizing expenses. Furthermore, cross-referencing your product databases will streamline your workflow even more effectively.

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

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

Prima Software

Date Founded

1998

Company Location

United Kingdom

Company Website

www.primasoftware.co

Company Facts

Organization Name

DigiPrima

Date Founded

2012

Company Location

United States

Company Website

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

Categories and Features

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Categories and Features

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