A plan is only as good as the data behind it. Prism pulls connected account balances and holdings into one view, so you advise on reality, not last quarter’s statement.
Updated 2026-06-16 · Prism Advisor Workspace
One connected view
Clients securely link their accounts, and Prism keeps balances and holdings current in the workspace. Advisors stop chasing PDFs and re-keying numbers, and the roadmap, net-worth picture, and reports all draw from the same live data.
Why it matters
Accuracy - advice based on current balances, not stale statements.
Less manual work - no quarterly data-entry marathons.
Held-away visibility - see accounts you do not custody, for true holistic planning.
Connected to everything else
Because aggregation feeds the same data model as performance reporting and lifecycle roadmaps, connected balances flow straight into the client’s plan and your reports - no exports.
Frequently asked questions
How does Prism aggregate client accounts?
Clients securely link their accounts and Prism keeps balances and holdings current in the workspace, feeding the same data used by roadmaps and reports.
Can Prism show held-away accounts?
Yes. Linked accounts you do not custody appear alongside managed ones, giving a holistic view for planning.
See it before you sign up.
Open a fully populated demo workspace - no account required.