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 inaweza kupatikana katika Partner Relationship Management (PRM) kategoria.
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