Prism gives every client a seven-horizon plan they can see any time, and a two-way thread that keeps the relationship alive between quarterly meetings. One workspace to run it all, on a compliance-minded foundation.
One workspace for planning, communication, workflow, and the records your regulators expect.
Guide every household from foundation to legacy through a structured, milestone-based lifecycle plan - a living roadmap each client can open any time, with built-in calculators for reserves, debt, asset location, Monte Carlo, Roth ladders, and estate.
Clients flag questions and reply in threaded conversations on any milestone; advisors get live notifications, deep-linked to the exact phase - so the advice keeps moving instead of going quiet between quarterly reviews.
Tasks with due dates and priorities, a book-wide "next actions" queue, client pipeline stages, one-click review cadences, and a complete interaction timeline - all tied to the same client record as the roadmap, so nothing is re-entered.
An append-only audit trail, immutable profile versioning, optional two-factor authentication, and a per-client export - built around SEC 17a-3 / 17a-4 record-keeping principles, so a growing practice stays accountable.
Not a folder of stale statements. A living roadmap they can open any time - with a direct line to you on any milestone.
Most advisors stitch together four or five tools to serve one client. Prism replaces the stack - plan, communicate, track, and stay compliant from a single advisor workspace your clients can actually open.
I'm Cory Lemay, and I'm building Prism for solo and small fee-only RIAs - the practices caught between a spreadsheet-and-a-portal-nobody-opens and a six-figure enterprise suite. The client-facing layer is the part that's stuck in 2012, so that's the part I'm fixing first.
I'm bringing on a small group of founding partners. You get hands-on help getting set up, founding-member pricing locked in, and a direct line to shape what gets built next. All I ask in return is your honest feedback over the first few months.
Start free and explore the full workspace. Upgrade when you're ready to onboard live clients.
Priced per advisor; household limits apply per firm. Pricing is indicative during preview - accounts are free and you won't be charged yet.
Open a fully populated workspace - roster, roadmaps, alerts, and tools - no account required.