Prism

إدارة علاقات الشركاء (PRM)

احصل على ملفك الشخصي المُتحقق منه وتحديثه تظهر الملفات الشخصية المُطالب بها في أعلى نتائج البحث. سجّل الآن، لا يستغرق الأمر سوى بضع دقائق. يزور تقرير

Prism is a extensive lifecycle-planning and client relationship management platform designed for financial advisors and wealth managers that integrates planning, communication, workflow, and compliance tracking into a single workspace. Its main features include structured multimodal roadmaps covering seven financial horizons, real-time collaboration and threaded conversations with clients, a solid CRM with task management, audit trail, security measures like row-level security and two-factor authentication, and compliance tools ensuring regulatory adherence while solving problems related to client lifecycle oversight, workflow efficiency, and regulatory compliance for advisory professionals serving individual households or firm-wide teams.

يمكن العثور على Prism في Partner Relationship Management (PRM) فئات.

لقطات الشاشة

تفاصيل

الميزات الرئيسية لـ Prism

• Solo Plan
  Free plan for independent advisors to manage up to 25 households, with essential tools like roadmaps and CRM.
• Growth Plan
  Paid plan for growing practices, offering unlimited clients, account feeds, reports, and priority support.
• Simple Pricing
  Easy to start for free, with options to upgrade when ready to work with more clients or features.
• Enterprise Plan
  Advanced plan for larger firms with multiple advisors, including team management, roles, and billing features.
• Lifecycle Planning
  Prism helps advisors create plans for clients' entire financial journey, from starting out to leaving a legacy.
• All-in-One Workspace
  One place for planning, communicating, managing workflows, and keeping records for clients.
• Seven-Horizon Roadmaps
  The SaaS provides visual plans for different stages of a client's life, with tools like calculators for various financial needs.
• Real-Time Collaboration
  Advisors and clients can chat, ask questions, and get live notifications to stay connected and organized.
• Compliance-Grade Security
  All data is kept safe with features like audit trails, record retention, and security measures to meet regulations.

الشارات

<a href="https://saasbrowser.com/ar/saas/1535921/prism" target="_blank" rel="noopener"><img src="https://files.saasbrowser.com/ex19lai7hhmwmmk9t867o7gfq1dm" alt="Prism - SaaS Browser Verified Badge" width="200" height="133" /></a>

شارة النسخ

<a href="https://saasbrowser.com/ar/saas/1535921/prism" target="_blank" rel="noopener"><img src="https://files.saasbrowser.com/34x290bu202knkn4mlel7ppb4z5i" alt="Prism - SaaS Browser Verified Badge" width="200" height="133" /></a>

شارة النسخ