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What is Prime Trust?

Prime Trust has introduced a comprehensive asset management platform that leverages our innovative core system, allowing for the secure custody of a wide range of assets that many traditional financial institutions struggle to manage. As the fintech landscape evolves, there is a notable shift away from traditional USD-based payments, banking, and custody services, with more applications now adopting an extensive variety of assets, including digital currencies and securities. PrimeCore empowers users to oversee all of these assets through a single account, enhancing convenience and promoting seamless integration. The diverse account options available through PrimeCore reflect the flexibility desired by consumers and cater to a wide audience. Starting with basic custodial accounts designed for individuals and institutions alike, it goes further than standard Banking-as-a-Service offerings by incorporating tax-advantaged accounts such as IRAs and various asset protection trusts. As a respected independent custodian, we have positioned ourselves as a trustworthy provider of secure storage for both conventional and pioneering assets. This dedication to security and adaptability not only sets PrimeCore apart but also makes it an exceptional choice for clients seeking to navigate the dynamic landscape of asset management, ensuring they are well-equipped for future challenges.

What is Olivia Prime?

Olivia Prime emerges as a highly efficient and user-friendly software choice for the management of Social Security disability cases. It empowers users to take on more cases with less effort and in less time. With its competitive pricing, intuitive design, and cloud-based functionality, it is tailored to suit the needs of advocates. In addition, Olivia Prime offers a range of cutting-edge tools that significantly boost the speed and efficiency of the SSA disability claims process. The software also provides features that allow for seamless staff management and oversight. Communication with clients is secure and streamlined, while automatic tracking of essential upcoming events is integrated. Unlike many other case management systems, Olivia Prime is easy to master and comes with free video training materials. Utilizing Olivia Prime can lead to a remarkable enhancement in win rates and overall operational efficiency. Furthermore, this software contributes to raising the bar for customer service excellence. Start or expand your advocacy practice with this versatile software, which is celebrated in the industry for its adaptability and extensive features. With Olivia Prime, you are not only investing in a tool but also in an opportunity to transform your practice's success and client satisfaction.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$99 per month
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

Prime Trust

Date Founded

2016

Company Location

United States

Company Website

www.primetrust.com/prime-custody/

Company Facts

Organization Name

Disability Associates

Date Founded

1986

Company Location

United States

Company Website

www.advocateincomenetwork.com

Categories and Features

AML

Behavioral Analytics
Case Management
Compliance Reporting
Identity Verification
Investigation Management
PEP Screening
Risk Assessment
SARs
Transaction Monitoring
Watch List

Categories and Features

Human Services

Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management

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