Prism is the lifecycle-planning workspace where advisors build coordinated plans, track every milestone, and collaborate with clients in real time — 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.
Start free and explore the full workspace. Upgrade when you're ready to onboard live clients.
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.