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All-in-one wealth management software

We understand the needs of today’s
offshore financial service providers

Trust administration software

Primacy is a leading global provider of affordable private banking software, offshore company and trust administration/accounting software, and company secretarial software. Building on more than 50 years of industry experience and leadership, all our software has been engineered from the ground up to offer customizable and fully integrated solutions for the changing needs of the offshore business environment.

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Our software

Primacy is dedicated to helping our customers be efficient and cost effective financial service providers, through superior and affordable software, integrated IT and business solutions, and outstanding customer care.

Services

Implementation

We help you gain full value from your investment via a phased transition program that takes into consideration your business goals and operations processes.

Training

We offer a range of training workshop and delivery methods to enable you to choose the most effective training experience.

Customer care

We are well known for having a fast, friendly and caring support team and strive to make every support experience as simple and as rapid as possible.

Custom development

Primacy has extensive experience in developing custom solutions, and our agile development approach provides quick and cost-effective results.

”We were Primacy’s first client and have never regretted our decision to adopt Primacy Private Banker as a core system in our operations. We look forward to a long and beneficial relationship with them”.

Cidel Bank and Trust

“The Primacy application has been meeting all our business requirements very successfully. As a small business without in-house IT support, we really appreciate the excellent support and quick response we get. The Primacy team is always willing to help finding new and better ways to streamline our operations.”

Five Continents Financial Limited

"Primacy offers a number of benefits in this area, including real time processing, comprehensive drill down capabilities, and automated email notification of transactions for administrators."

Cayman National Bank and Trust Company (Isle of Man) Limited

Jurisdictions we service

We are privileged to serve many of the world's most influential offshore financial service providers along with smaller boutique organizations.  All of our clients, large or small, expect a high level of service and our goal is to deliver.

  • Bahamas
  • Bermuda
  • British Virgin Islands
  • Canada
  • Cayman Islands
  • Cook Islands
  • Guernsey
  • Isle of Man
  • Jersey
  • Monaco
  • Singapore
  • South Africa