Principium

We empower clients to become active participants in their financial heath.
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Overview
Principium Investments
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.
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Core Features
Financial Planning Features
  • Accounting Integration
  • Budgeting & Forecasting
  • Consolidation/Roll-Up
  • Credit Card Management
  • Revenue Recognition
Pricing
Pricing Type
Contact Vendor
Free Version
No
Payment Frequency
Monthly Payment
Customer Reviews
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Licensing & Deployment
  • Cloud Hosted
  • Web-based
  • Android
  • Windows
Knowledge Base
  • Help Guides
  • Blogs
  • Case Studies
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