Primacy Workplace

Primacy Workplace delivers an unprecedented level of integration for offshore financial and corporate service providers

Primacy Workplace combines an intuitive, easy-to-use user interface with complex logic and business rules specific to the financial services industry to ensure that all your staff, regardless of experience, will be productive within a short period of time. Behind the simple, elegant user interface is a powerful, flexible, n-tier architecture designed to ensure the system grows with your business.

The core functionality of the Primacy Workplace focuses on providing comprehensive administration and accounting for all your clients as well as your own business. Business areas covered include banking, investment management, invoicing, time tracking, compliance, risk management and document management. Together with the basics like controlling who has access to your data and what they can do, flexible reporting and automated interfaces to any of your business partners, Primacy Workplace is the ideal tool to help your staff to be more productive, assist with providing excellent customer service and comply with the many regulations and guidelines governing our industry.

The recent introduction of many wizards and hundreds of business rules resulted in significantly reducing the operating risk to your business as well as making your staff even more productive. New modules dealing with the Sales and Marketing process and Human Resources have turned Primacy Workplace into a total solution for your business.

There are other products that can offer some of the functionality but none that can rival Primacy Workplace for offering real time, integrated information for all of your business. Primacy clients are able to realize higher levels of customer service and operational efficiency at a significantly lower cost.