Client-facing portfolio consolidation and analysis
Turn scattered investment statements into one complete portfolio— ready to review and analyze with your client.
Designed for iPad & Android tablets
Prism. Portfolio consolidation and analysis—during the client meeting.
Import PDF statements, screenshots, photos, Excel spreadsheets, or CSV files. Consolidate accounts, brokers, and currencies, review allocation and risk, and compare the current portfolio with your model portfolio using long-term historical data.
Sign up in the app · 14 days of full-feature access · No credit card required
See Prism in Under 4 Minutes
See how scattered client statements become one consolidated portfolio—ready to review and analyze during the client meeting.
Sign up in the app • 14-day full-feature trial • No credit card required
Review fragmented client portfolios while the conversation is still happening.
Clients often arrive with assets spread across multiple brokers, accounts, currencies, and statement formats. When those holdings are not connected to an aggregation platform, advisors can lose valuable meeting time manually rebuilding the portfolio before any meaningful analysis can begin.
Prism changes that workflow: import statements, screenshots, photos, Excel spreadsheets, or CSV files, protect sensitive PII before parsing, consolidate the holdings into one portfolio, and move directly into allocation, exposure, historical risk, and model-portfolio impact analysis with the client.
Portfolio Review During the Client Meeting
Explore the portfolio workflow from consolidated holdings and exposure analysis to historical stress testing and model portfolio comparison.
$ 648,056 USD
Global Risk Alerts
Portfolio Review drift: each management group compares investment allocation by model portfolio asset (ex cash) against alert bands.
| Client household | Portfolio Review Plan | Alert Type | Triggered At | Details | Actions |
|---|---|---|---|---|---|
| Wilson Family | Wilson FamilyPortfolio Review Plan (Default) | Portfolio Review | 2026/07/13 10:30 | Ticker / Asset "Taiwan Semiconductor Manufacturing Co. Ltd." Allocation 18.1% Outside alert band 45.0%-55.0% | |
| Wilson Family | Wilson FamilyPortfolio Review Plan (Default) | Portfolio Review | 2026/07/13 10:30 | Ticker / Asset "iShares Core U.S. Aggregate Bond ETF" Allocation 15.5% Outside alert band 25.0%-35.0% |
Turn scattered statements
into one complete portfolio.
Clients often hold investments across different brokers, accounts, currencies, and statement formats. Prism imports those holdings and brings them together into one consolidated portfolio—so you can see the client's complete investment picture before the conversation moves into analysis.
Scattered Client Holdings
Assets held across multiple brokers, retirement accounts, banks, and currencies are difficult to review as one portfolio.
Prism Flow: Import → Consolidate → Analyze
Import PDF statements, screenshots, photos, Excel spreadsheets, or CSV files, map the holdings, and consolidate them into one portfolio ready for review.
Five capabilities.
One complete advisor workflow.
Capture, consolidate, review, analyze, and compare client portfolios in one workflow.
Universal Data Capture
Import portfolio data from PDF statements, screenshots, photos, Excel spreadsheets, and CSV files. PII can be redacted before parsing when needed.
Global Market Coverage
Support U.S. stocks, ETFs, and mutual funds, along with securities across 60+ global stock exchanges. Market data includes exchange rates, dividends, stock splits, total returns, and 20+ years of historical data, with additional coverage for Taiwan-listed stocks and Taiwan domestic mutual funds.
Portfolio Consolidation
Consolidate multiple accounts, brokers, and currencies into a single portfolio for review.
Portfolio Review
Visualize allocation, exposure, performance, historical events, and investment risks in one interactive review.
Portfolio Impact Analysis
Compare current and model portfolios using long-term historical data to evaluate changes in return, risk, and Sharpe ratio.
What Advisors Say
“Prism saves me a lot of time when organizing client assets. The planning tools help me separate accounts by financial goals, and the historical event backtesting makes it easier to explain investment risk to clients.”
— Aron Lin, CFP®
Download Prism and explore the full workflow.
Install on an iPad or Android tablet, create an account directly in the app, and try a client portfolio review with sample data.
14-day free trial · Full-feature access · No credit card required
Download and use Vision Prism on an iPad or Android tablet.
Download for iPad & Android tabletsUse sample data or appropriately redacted client documents. Verify imported information and assumptions before using any analysis in a client discussion.
Consolidated Holdings
See accounts, brokers, currencies, and securities together as one client portfolio.
Allocation & Exposure Review
Review asset allocation, market and sector exposure, concentration, and return attribution.
Historical Risk & Event Analysis
Examine long-term performance, volatility, drawdowns, and how the portfolio behaved during major market events.
Model Portfolio Impact
Compare current holdings with your model portfolio and evaluate historical changes in return, risk, and Sharpe ratio.
Review the complete portfolio
with your client.
Once the holdings are consolidated, move directly into the advisory conversation. Review allocation and exposure, examine historical performance and major market events, and compare the client's current holdings with your model portfolio—all during the client meeting.