A client portal RIAs and clients actually want to use
Most advisor portals are a static PDF vault. Prism gives every client a living financial roadmap they can open any time — and gives you one workspace to run the whole relationship.
Updated 2026-05-30 · Prism Advisor Workspace
One login, the whole relationship
Clients see a personalized lifecycle roadmap — where they are today, what's next, and why — instead of a folder of stale statements. Advisors see the same picture from the other side, with the tools to act on it.
What's inside
Lifecycle roadmaps — refract each client's wealth into clear, sequenced horizons.
Account aggregation — connected balances and holdings via secure bank linking.
Performance reporting — clean, printable performance and invoice reports.
Realtime collaboration — comments, flags, and updates that sync instantly between advisor and client.
Secure by design
Every record is protected by row-level security (firm → advisor → client), with optional multi-factor authentication and Google sign-in. Clients only ever see their own data.
Frequently asked questions
What is RIA client portal software?
It is a secure web app where a registered investment adviser’s clients log in to see their plan, accounts, and reports, and collaborate with their advisor. Prism adds a living lifecycle roadmap rather than a static document vault.
Is client data secure in Prism?
Yes. Prism enforces row-level security so each firm, advisor, and client only sees their own data, with optional multi-factor authentication and audit logging.
See it before you sign up.
Open a fully populated demo workspace — no account required.