Principium
We empower clients to become active participants in their financial heath.
We empower clients to become active participants in their financial heath. Our collaborative planning process pairs experienced advice with technological innovation to help clients make informed decisions and build confidence in reaching their life goals.A long-term financial strategy is critical to reaching your financial objectives. This is why all our investment management clients benefit from financial planning services at no extra cost.
Licensing & Deployment
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Cloud Hosted
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Web-based
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Android
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Windows
Knowledge Base
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Help Guides
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Blogs
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Case Studies
Media
Principium Core Features
Focus of Financial Planning Feature
- Accounting Integration
- Budgeting & Forecasting
- Consolidation/Roll-Up
- Credit Card Management
- Revenue Recognition
Principium Pricing
Pricing Type
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Contact Vendor
Free Version
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No
Payment Frequency
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Monthly Payment
Principium Reviews
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