Prima Capital
     
 
 PRIMA SOLUTIONS  

Prima Capital serves the wealth management and retirement industries through conflict-free due diligence, quality investment advice, desktop applications, and multi-manager portfolios. Prima’s strength lies in helping wealth management firms grow their businesses, control their costs, and effectively advise clients. Ultimately, Prima seeks to help affluent investors meet their financial and retirement goals.

Wealth Management

Multi-Manager Portfolios

Retirement Plan

   
 
     
     
 
 PRIMA UPDATE  

Introducing Prima AllocationGuideTM

AllocationGuide is an easy-to-use investment planning application that represents an end-to-end solution for financial advisors, from client assessment to proposal generation.  Through an intuitive user interface and comprehensive report generation, AllocationGuide is designed to increase advisor efficiency and effectiveness.  Learn more by accessing the brochure and press release.

   
 
     
     
 
 TOPICS OF INTEREST  

Quarterly Market Review

Third Quarter 2008 Issue

 News & Press Releases

Prima Adds BB&T as a New Client | November 2008

Prima is pleased to announce a new partnership with BB&T Asset Management, Inc. Prima will provide BB&T with data collection, in-depth analytics and portfolio design functionality. read more... 

 Matrix Financial Solutions Launches the RetireTool(k)it Powered by Prima | October 2008

RetireTool(k)itTM Bridges Gap Between Product and Platform to Offer Advisor's End-to-End Solution. read more...  
   
 
     
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