Bring the full picture together
Consolidate holdings across accounts, markets and currencies, then add the client’s goals and expected future income.
Goal-based planning across every account
See whether your clients’ current assets can fund their most important goals.
Designed for iPad & Android tablets
Consolidate the assets your client already holds, identify which goals are not fully funded, and show how changing priorities can protect what matters most.
No institution connection requiredMulti-account and multi-currencyPII can be blacked out before uploadNo credit card
Current assets → funding gaps → priorities → a clearer client decision
The planning workflow
Start with the assets. End with a decision the client understands.
Four steps to test feasibility, prioritize essential goals and track the funding path.
Minimum return calculated by Prism · feasibility check7.8%
Realistic planning return selected by the advisor5.5%
Essential goals after prioritization100% funded
Check whether all goals are feasible
Prism calculates the minimum return required to fund every goal—not as a forecast, but as a feasibility check.
Create a realistic funding plan
Choose a realistic planning return and prioritize the goals that matter most. Prism then calculates the target asset path for the selected priorities.
Track progress over time
Compare current assets with the monthly target asset level, refresh market values between meetings, and update holdings during client reviews.
Flexible capture and global consolidation
Start with the records your client already has.
Bring assets from different institutions, accounts, markets and currencies into one client view—without depending on a direct connection to a financial institution or external data feed.
- PDF statements, screenshots and photos
- Excel spreadsheets and CSV files
- Multiple institutions, accounts and base currencies
- Listed securities across 60+ global exchanges
Global market coverage
Bring stocks, ETFs and mutual funds into one multi-currency portfolio. Listed-security data spans 60+ global exchanges; historical data includes exchange rates, dividends, stock splits and up to 20+ years of price history, depending on the security and market.
Optional PII redaction before upload
Before uploading, choose whether to redact PII. If selected, Prism automatically detects and blacks out common identifying details first, then lets you review and manually adjust the redactions before the document is uploaded for parsing. Original uploaded files are not retained after parsing.
IMPORT TO CONSOLIDATED PORTFOLIO21-sec walkthrough
Documents become one client viewJPY · TWD · USD holdings consolidated
Ongoing monitoring
Find a funding gap before the goal date—not at it.
Keep the plan connected to current market values and the client’s latest holdings.
Track asset coverage between meetings
See whether current assets remain above the amount required today under the selected planning assumptions.
LAST REVIEW101%March 18
→
TODAY106%September 9
Use the right update for the job
Price changes and holding changes are not the same.
Between meetings · Refresh pricesUpdate market values and current asset coverage.
At the next review · Re-import holdingsUpdate quantities, accounts and current investments.
Investment context
Once funding is clear, explain what is driving the portfolio.
Portfolio analytics support the planning conversation without becoming the first message.
Reveal return drivers
See how portfolio weight and return contribution vary across markets, sectors and asset classes.
Revisit market events
Review how the current holdings behaved through major historical market events.
Compare return and risk
Compare current holdings with a selected model portfolio across return, volatility, drawdown and Sharpe ratio.
Simple pricing
One workspace for every client review.
Use the complete Prism workflow with no per-client fee. Start with a 14-day trial and choose monthly or annual billing.
- Unlimited clients
- One licensed device
- Complete Prism workflow
Evaluate the complete workflow
See whether Prism fits your next client review.
Download Prism and use sample data to see how existing holdings connect to goal funding and priorities. Create your account directly in the app.
Use sample data or appropriately redacted client documents. No credit card required. Prism is an analytical planning tool; results depend on the inputs and assumptions selected by the advisor.
Start in the app
Your first review starts here.
Install Prism on an iPad or Android tablet, create your account in the app, and explore the complete workflow with sample data.
Download and use Vision Prism on an iPad or Android tablet.
Download for iPad & Android tablets14-day free trial · No credit card required · Full-feature access