Intelligent Portfolio Management

We decided to buy the Primera application because our portfolio and hence our workload (valuation and reporting) related to financial assets has increased. We made our decision based on the recommendation we received from other users and on the demonstrated performance of the application.


We would single out the application's ease of use as the main advantage of using the Primera application. Further pivotal advantages and reasons for recommending the application are data accessibility, and frequent application upgrades and flexibility in terms of adjusting to the clients’ needs. We are exceptionally satisfied with user support because issues are being resolved expediently and thoroughly. Kudos to the Primera team!

-- Erste insurance company

Primera INVEST's Front Office module has increased the efficiency of our investment process while diminishing operational risks in business activities, at the same time ensuring compliance with strict regulatory demands. The application follows business processes in a very intuitive way by making and carrying out investment decisions in pension funds, and includes control processes. Data availability is allowed for by the responsiveness and arrangement of the built-in forms, while the data exporting functionality enables easy data manipulation and presentation in a number of supported formats.

-- Croatia osiguranje voluntary pension fund management company

Concerning our experience with Primera and our cooperation, we would like to point out the following:

1. We always receive timely responses to our e-mails, most often problems are resolved within one hour, sometimes even sooner.

2. Primera has proficient programmers and project managers that find solutions for matters that seem difficult to solve.

3. Communication with Primera’s team is easy and understandable and they are very forthcoming, patient and expedient in their answers.

4. The program itself is simple to understand and use and has gone through major upgrades since we had started using it in 2009. It now possesses features that did not exist back then.

-- KB Publikum Invest

At the time when we purchased the Primera Invest application, it had competitive pricing relative to the products of other software vendors. In addition, it offered a more innovative approach compared to other applications. The biggest advantage of the Primera Invest application would be the ease of use. Other application’s fortes, for which we would recommend the application, are highly automated data entry, restricted alteration of existing data resulting in reduced human error and a well designed system of NAV calculation in steps.

The user support is very prompt to address our inquiries with adequate answers.

-- KD Locusta Funds

Based on our experience within the financial industry, we were very familiar with the important role software plays in everyday business functions of fund management. That's why we paid a lot of attention to the choice of software. Among existing solutions, we were given a chance to test the software of the company Primera Sedam d.o.o. After a free-trial period, we have concluded that software developed by Primera fully satisfies our needs.

The Primera Invest application is structured in a way which intuitively guides a user through the procedure of daily evaluating a fund's assets, offering the flexibility we need, and covering every aspect of the accounting procedures. When it comes to support of our business processes, Primera's team is available to respond to all of our requests at every moment. Concerning our partnership with Primera Sedam d.o.o. so far, we can conclude that we have made a good business decision by choosing Primera and we gladly recommend their product to our colleagues in the industry.

-- Prospectus Invest

We use Primera Custody to support our daily custodian work. The advantages of Primera are the simplicity of the user interface, automation of repetitive tasks as well as the speed and ease of work in general.

If we should emphasize one thing about Primera, it would definitely be the people of Primera. They are ready to answer every question, are thoroughly acquainted with custodian business processes and know how to carry out related tasks by means of software. With their knowledge and competencies, they have made it possible for us to do custodian work in a faster and more efficient manner.

-- Podravska bank