Designed for iPad & Android tablets
Bring a prospect’s existing investments and goals into one focused review. See what needs attention, then return to the same view as the client’s plans change.
The same lightweight review supports a prospect meeting and the next client check-in.
Bring together the holdings they already own, connect them with a few important financial goals, and identify the questions your advice can help address.
Refresh market values between meetings, watch goal coverage, and reconnect when progress needs attention or a scheduled review is due.
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.
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.
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.
After reviewing the goals, explore the holdings, historical risk and comparisons that help explain what to discuss next.
See portfolio weights and returns across markets, sectors and asset classes.
Explore how current holdings would have behaved through past market shocks.
Compare return, volatility and drawdown with a selected model portfolio.
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.
Keep the most recently imported holdings current with market prices, then request new records for the next client review.
Reconnect when goal coverage needs attention, circumstances change, or the agreed review date arrives.
Price updates use the most recently imported holdings. Confirm trades, deposits and withdrawals with the client before drawing conclusions. Coverage depends on the inputs and planning assumptions.
Use the complete Prism workflow with no per-client fee. Start with a 14-day trial and choose monthly or annual billing.
See how a client’s existing investments connect to important goals. Start with sample data, identify the questions worth discussing, and revisit the same review as circumstances change.
Install on your iPad or Android tablet, sign up in the app, and explore the investment and goal workflow with sample data.
Download and use Vision Prism on an iPad or Android tablet.
Download for iPad & Android tabletsWelcome to Prism (the “Software”). The Software is developed and its services are provided by Vision Software Limited (the “Company”). By registering, installing or using the Software, you acknowledge that you have read, understood and agreed to these Terms of Use and Disclaimer.
Prism is a deterministic financial data analysis and backtesting tool provided solely for informational and educational purposes.
The Software is designed for professional financial advisors, wealth-management practitioners and licensed investment professionals. You are responsible for complying with all laws, regulations, licensing requirements and professional duties applicable to your use.
Portfolio models, asset allocations, target weights and cash-flow simulations are based on user-defined inputs, historical market data or information imported by the user. Results depend on the completeness and accuracy of those inputs.
The Software compares user-defined current and model portfolios using historical data and deterministic calculations. It does not provide personalized investment advice, recommend securities or execute trades.
The Software relies on automated parsing technologies, external data sources and user inputs. You must independently review and verify extracted data, assumptions and calculations before relying on any output.
The Software license is granted to a single named user and may not be shared, transferred or used to provide unauthorized access to another person.
The Company retains all intellectual property rights in the Software, its code, trademarks, algorithms and related functions. Reverse engineering, unauthorized copying and redistribution are prohibited.
Historical performance is provided for analysis only and does not guarantee future results. Investment decisions and their risks remain the responsibility of the user and client.
Services are provided according to the features and availability offered at the relevant time. The Company may update, limit, suspend or terminate services in accordance with these Terms and applicable law.
These Terms are governed by the laws of the Republic of China (Taiwan). Any dispute shall be subject to the jurisdiction of the competent courts in Taiwan.
This Privacy Policy describes the principles applied to information processed through Prism.
Your data belongs to you. You are responsible for having the authority and consent required to upload and process client information and for using the Software in accordance with applicable privacy and professional obligations.
Original uploaded files are not retained after parsing. Before upload, you may choose PII redaction. Prism can first detect and black out common identifying details—including names and account numbers—after which you can review and manually adjust the redactions before the document is uploaded.
We use encryption and appropriate technical and organizational safeguards to protect information. Payment information is handled through authorized payment providers and is not stored directly by Prism except as required to administer your subscription.
You may request deletion of your user account and associated data at any time, subject to legal, security and operational retention requirements.
