Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Prisidio ensures your life remains structured and shields you from disorder. Essential documents, such as wills and insurance policies, are maintained in an orderly fashion for easy access. You can compile a list of significant individuals in your life, granting them selective access to your digital files and pertinent information. Beyond the digital realm, it also assists in monitoring your physical assets and their respective locations. With Prisidio, you have a centralized, secure platform to manage all your crucial personal documents and information in a well-organized and current manner. It allows you to pinpoint and document your trusted circle, including family, friends, and professional advisors—such as your spouse, children, parents, doctors, lawyers, REALTORS®, and financial experts. Additionally, you can establish access rights and set up automatic triggers to ensure that the right individuals can reach the information they need at the appropriate moments. Moreover, Prisidio encourages you to identify all the sites where your important documents and information are stored, encompassing both digital storage solutions and physical locations. This comprehensive approach ensures that both your digital and physical assets are accounted for and easily managed.
Description
Clients' multi-asset investments can be easily overseen from a single platform, streamlining the entire process with minimal effort. Eliminate the hassle of physical paperwork and let technology handle the heavy lifting, thereby cutting down on operational costs. Generate a variety of reports to analyze investments from multiple angles, enhancing your strategy continuously. Receive notifications for matured investments, upcoming SIPs, insurance renewals, as well as important dates like clients' birthdays and anniversaries, which helps in fostering stronger relationships. A range of tools and resources are provided to address the diverse needs of advisors, making daily tasks more manageable. The platform boasts a user-friendly and visually appealing interface that keeps clients engaged and encourages regular interaction on the portal. In this way, not only are operational efficiencies achieved, but client satisfaction is also significantly improved.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$9.99 per month
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Prisidio
Founded
2020
Country
United States
Website
www.prisid.io
Vendor Details
Company Name
REDVision Technologies
Founded
2007
Country
India
Website
www.redvisiontech.com
Product Features
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No
Product Features
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
Yes
Client Management
No
Commodities
No
Compliance Reporting
Yes
Data Import / Export
Yes
For Investment Advisors
Yes
For Investors & Traders
Yes
Fund Management
Yes
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
Yes
Portfolio Management
No
Risk Management
No