Prism

合作伙伴关系管理（PRM）

获得验证并更新个人资料 已认领的个人资料将出现在搜索结果顶部。立即验证，只需几分钟。 访问 报告

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 可以在以下位置找到： Partner Relationship Management (PRM) 类别。

与 Prism 最相似的产品有：

Ahsuite 晋升 → Prism → Prismm → Redtail → PrismHR →

截图

细节

Prism 主要特点

• 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.

徽章

<a href="https://saasbrowser.com/zh-CN/saas/1535921/prism" target="_blank" rel="noopener"><img src="https://files.saasbrowser.com/uw960ttsx2gm68emc24ud6t9s2te" alt="Prism - SaaS Browser Verified Badge" width="200" height="133" /></a>

复制徽章

<a href="https://saasbrowser.com/zh-CN/saas/1535921/prism" target="_blank" rel="noopener"><img src="https://files.saasbrowser.com/qatw6wiychwgbv5nlw5mgy429569" alt="Prism - SaaS Browser Verified Badge" width="200" height="133" /></a>

复制徽章

Prism 替代品

Ahsuite 晋升

This comprehensive client portal solution facilitates seamless collaboration,...

Prism

Prism is an innovative horse racing management platform designed to streamlin...

Prismm

Prismm is an innovative online event planning software platform that leverage...

Redtail

This platform is designed to enhance relationship management for financial pr...

PrismHR

PrismHR offers comprehensive PEO and HCM software solutions designed specific...

使用的技术

查看所有技术