Prism

கூட்டாளர் உறவு மேலாண்மை (PRM)

சரிபார்க்கப்பட்டு சுயவிவரத்தைப் புதுப்பிக்கவும் உரிமைகோரப்பட்ட சுயவிவரங்கள் தேடல் முடிவுகளின் மேலே செல்லும். இப்போதே சரிபார்க்கவும், இதற்கு சில நிமிடங்கள் மட்டுமே ஆகும். வருகை அறிக்கை

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 ஐ இதில் காணலாம் Partner Relationship Management (PRM) பிரிவுகள்.

ஸ்க்ரீன்ஷாட்ஸ்

விவரங்கள்

Prism முக்கிய அம்சங்கள்

• 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.

பேட்ஜ்கள்

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

பேட்ஜை நகலெடுக்கவும்

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

பேட்ஜை நகலெடுக்கவும்