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Description
We empower our clients to successfully navigate the complexities associated with multiple advisers. Our innovative wealth management software enhances your ability to cultivate current relationships while fostering new connections. DigiPrima is a groundbreaking solution that facilitates the comprehensive management of clients' financial portfolios, encompassing everything from wealth generation and safeguarding to succession and estate management. Our platform continuously tracks client monetary movements, evaluates associated risks, and performs automatic data analyses to support prompt and informed decision-making. Enhance your digital customer service experience with complete visibility that equips wealth managers for success. Develop a unified portal for money managers to report issues, and streamline the feedback process through automation. Additionally, we integrate governance, risk management, and compliance to ensure asset protection throughout your organization. Renowned globally, we are a trusted software development company. Our customer relationship management solution effectively organizes client data and optimizes operational workflows, ultimately leading to improved service delivery. With our tools, you can elevate your financial management strategies to new heights and ensure greater client satisfaction.
Description
Optimize every facet of your back-office operations with Garradin, Bravura’s all-encompassing solution for private wealth and portfolio administration, which empowers you to oversee all your administrative and reporting requirements through one unified system. As a top-tier private wealth and portfolio administration tool, Garradin is specifically designed to cater to the varied administration demands of multiple investment vehicles, such as retail and wholesale wealth management, trusts and estates, SMSFs, managed accounts, fund accounting, and taxation. With its foundation on an open and scalable architecture, Garradin offers a modular and easily customizable framework that provides extraordinary flexibility and operational efficiency, aiding in your business's expansion. By integrating your systems into one platform, your organization can establish a forward-looking foundation that prioritizes improving customer satisfaction, business performance, and compliance measures. The Garradin platform not only streamlines your operations but also positions you to leverage the most comprehensive private wealth management solution available today, ultimately fostering a more robust and future-ready business environment.
API Access
Has API
API Access
Has API
Integrations
Microsoft 365
Microsoft Azure
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
DigiPrima
Founded
2012
Country
United States
Website
www.digiprima.com/wealth-management-software-solution
Vendor Details
Company Name
Bravura Solutions
Country
Australia
Website
www.bravurasolutions.com/service/garradin/