Insightful Due Diligence and Powerful Research Analytics
Extend your ability to provide expert, objective investment counsel with the depth and breadth of Prima’s qualitative due diligence and advanced research toolsets. Prima’s viewpoints are derived from on-site interviews and a critical assessment of a manager’s ability to execute its strategy. Gain access to on-going oversight from an experienced team of credential investment analysts.
PrimaGuide Plus™ delivers the research analytics, analyst commentary and toolsets of PrimaGuide® with the proposal generation and asset allocation advice from Prima AllocationGuide™, in one integrated application. Learn more about how PrimaGuide Plus can benefit your wealth management practice here.