Vision Prism for Advisors

Portfolio and Goal Analysis

Free · Designed for iPad. Not verified for macOS.

iPad

Consolidate client investments across accounts, markets, and currencies, then assess whether current assets can support their most important financial goals. Vision Prism helps financial advisors consolidate client investments across multiple accounts, markets, and currencies—and assess whether those assets can support each client’s most important financial goals. CONSOLIDATE CLIENT INVESTMENTS Import holdings from PDF statements, screenshots, photos, Excel spreadsheets, and CSV files. Combine investments from different accounts, brokers, markets, and currencies into one portfolio, even when an API or data feed is unavailable. REVIEW THE COMPLETE PORTFOLIO Explore asset allocation, market exposure, historical performance, risk, and the impact of major financial events. Review detailed holdings and identify the investments driving portfolio returns. CONNECT ASSETS WITH FINANCIAL GOALS Use a client’s existing assets to evaluate goal funding, compare priorities, identify funding gaps, and track progress as the client’s portfolio and plans change. SUPPORT MORE PRODUCTIVE CLIENT MEETINGS Vision Prism provides an interactive, client-facing view designed to help advisors explain complex portfolio information and discuss whether current assets align with financial goals. KEY FEATURES • Multi-account and multi-currency portfolio consolidation • Import from PDF, screenshots, photos, Excel, and CSV • Asset allocation and exposure analysis • Historical return and risk analysis • Major market event analysis • Return contribution heat maps • Current and model portfolio comparison • Financial goal funding analysis • Goal prioritization and progress tracking Vision Prism is designed for financial advisors reviewing managed and held-away client investments. Vision Prism provides analytical tools and does not execute trades, manage client assets, or provide investment advice. An active Vision Prism account is required to use this app.

Ratings & Reviews

  • This app hasn’t received enough ratings or reviews to display an overview.

The developer, Daniel Tsai, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Not Linked to You

    The following data may be collected but it is not linked to your identity:

    • Financial Info
    • Contact Info
    • User Content
    • Identifiers
    • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Seller
  • Daniel Tsai
Size
  • 155.6 MB
Category
  • Finance
Compatibility
Requires iPadOS 15.5 or later.
  • iPad
    Requires iPadOS 15.5 or later.
  • Mac
    Requires macOS 12.4 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
  • English
Age Rating
4+
Copyright
  • © 2026 Vision Software Limited
  • Privacy Policy

    • More by Daniel Tsai