Return & allocation
See portfolio weights and returns across markets, sectors and asset classes.
FOR FINANCIAL ADVISORS · FROM FIRST MEETING TO FOLLOW-UP
Review client investments quickly.
Track goals and what changes.
Start with the records your client already has. Bring investment analysis, goal tracking and comparisons between reviews into one workspace.
01 →
Import quickly. Start the review.
Bring statements, screenshots or spreadsheets into one portfolio. Review allocation, risk and financial goals.
02 →Track daily. Know when to reach out.
Update market values daily and review goal progress. Reach out and request updated holdings when attention is needed.
03 →Look back. See what changed.
Compare holdings, allocation and backtested return and risk across dates. Revisit your saved recommendations.
14-day free trialNo credit card requirediPad & Android tablets
A faster start
Import quickly. Get the client review underway.
Import statements, screenshots or spreadsheets and consolidate the holdings into one client view. Use the same process for a prospect’s first review or a client’s latest holdings—without an institution connection.
Once parsing is complete and you have checked the imported data, start the analysis—without connecting to a bank or broker.
- PDF statements, screenshots and photos
- Excel spreadsheets and CSV files
- Multiple institutions, accounts and base currencies
- Listed securities across 60+ global exchanges
Looking for market coverage? View Vision Software Limited’s data sources to search market codes and coverage details. Availability for a specific instrument should be checked in the app.
Optional PII redaction before upload
Before uploading, choose whether to redact PII. If selected, Prism automatically detects and blacks out common identifying details first, then lets you review and manually adjust the redactions before the document is uploaded for parsing. Original uploaded files are not retained after parsing.
IMPORT TO CONSOLIDATED PORTFOLIO21-sec walkthrough
Documents become one client viewHoldings consolidated across accounts and currencies
What you can review
Bring investment evidence into the discussion.
Review holdings, historical risk and portfolio comparisons first, then connect the findings to financial goals and the next client discussion.
Historical market events
Explore how current holdings would have behaved through past market shocks.
Compare with a model portfolio
Compare the client’s current portfolio with a model portfolio you select, examining differences in return, volatility and drawdown.
Illustrative product screens. Historical analysis uses current holdings and selected assumptions; it does not represent the client’s actual account-performance history or predict future results.
Connect the analysis to a client decision
Can their assets fund the goals that matter?
Review the funding available for each goal under your selected assumptions. Discuss whether the target amount, timing or order of goals needs to change.
See how changing goal priorities changes the funding picture in the demonstration.
Prism demonstration · Reviewing funding gaps and goal priorities
Share charts with clients
Export charts as images. Tap Share in the chart preview to bring investment analysis and goal discussions into client meetings and follow-up conversations.
BETWEEN MEETINGS
Update values daily. Know when to contact clients.
Use goal progress to inform your next client conversation.
01 · Update market values dailyRefresh prices for supported instruments across client plans each day, updating market values based on recorded holdings.
02 · Review goal progressReview the gap between assets and goal funding needs. Assess which clients need attention when goals appear off track.
03 · Contact the client. Refresh the records.Contact the client and request current holdings. Confirm trades, deposits and withdrawals, then compare what has changed.
Market values reflect recorded holdings; account transactions are not synchronized. Goal assessments depend on the data and planning assumptions. The advisor reviews the results and contacts the client.
SCHEDULED REVIEWS & PORTFOLIO HISTORY
What changed since your last client review?
Review clients on an agreed schedule as well as when goal progress needs attention. After obtaining updated records, compare portfolios across dates, revisit previous discussions and recommendations, and assess whether changes are needed.
Choose the dates
Select different points in time to compare the client’s holdings and see what changed.
Revisit return, risk & allocation
Compare backtested return and risk for the holdings at each selected date, alongside changes in asset allocation.
Return to your recommendations
Revisit the recommendations you saved for the client’s plan, alongside the portfolio changes.
Download Prism · Start free trial
14-day free trial · No credit card required
For iPad & Android tablets
Simple pricing
One workspace. New and existing clients.
Use the complete Prism workflow with no per-client fee. Start with a 14-day trial and choose monthly or annual billing.
- Unlimited clients
- One licensed device
- Complete Prism workflow
Before you get started
Do I need a bank or broker connection?
No. Import PDFs, screenshots, photos, Excel or CSV files, then verify the data before analysis.
Do daily price updates synchronize transactions?
No. Prices update recorded holdings. Confirm transactions and cash movements using the client’s latest records.
How do I start the trial?
Download Prism on an iPad or Android tablet and sign up in the app for a 14-day free trial. No credit card is required. Start with sample data.
EXPLORE VISION PRISM
Get ready for your next client meeting.
Bring investment records together, review financial goals, and compare what has changed at each scheduled review.
Try Prism free for 14 days
Download and sign up in the app. Explore the sample data, then import your client’s records.
Download Prism · Start free trialNo credit card required · iPad & Android tablets