Prism

ਸਾਥੀ ਸੰਬੰਧ ਪ੍ਰਬੰਧਨ (PRM)

ਤਸਦੀਕ ਕਰਵਾਓ ਅਤੇ ਪ੍ਰੋਫਾਈਲ ਅੱਪਡੇਟ ਕਰੋ ਦਾਅਵਾ ਕੀਤੇ ਪ੍ਰੋਫਾਈਲ ਖੋਜ ਨਤੀਜਿਆਂ ਦੇ ਸਿਖਰ 'ਤੇ ਜਾਂਦੇ ਹਨ। ਹੁਣੇ ਪੁਸ਼ਟੀ ਕਰਵਾਓ, ਇਸ ਵਿੱਚ ਸਿਰਫ਼ ਕੁਝ ਮਿੰਟ ਲੱਗਦੇ ਹਨ। ਮੁਲਾਕਾਤ ਰਿਪੋਰਟ ਕਰੋ

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 ਨੂੰ ਇਸ ਵਿੱਚ ਪਾਇਆ ਜਾ ਸਕਦਾ ਹੈ Partner Relationship Management (PRM) ਸ਼੍ਰੇਣੀਆਂ।

ਸਕ੍ਰੀਨਸ਼ੌਟਸ

ਵੇਰਵੇ

Prism ਮੁੱਖ ਵਿਸ਼ੇਸ਼ਤਾਵਾਂ

• 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.

ਬੈਜ

<a href="https://saasbrowser.com/pa/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>

ਬੈਜ ਕਾਪੀ ਕਰੋ

<a href="https://saasbrowser.com/pa/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>

ਬੈਜ ਕਾਪੀ ਕਰੋ