Prism

Partnerrelatiebeheer (PRM)

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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.

Prism is te vinden in Partner Relationship Management (PRM) categorieën.

Schermafbeeldingen

Details

Prism Belangrijkste kenmerken

• 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.

Insignes

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