Prism – Clients

理財

免費 · 專為 iPad 設計。尚未針對 macOS 驗證。

Prism Planning and Solutions Group is proud to announce the launch of its new client portal, now available in Mobile App Stores. This portal provides clients with a convenient and efficient way to view their financial accounts on-the-go. The app offers a range of features to help clients feel well-cared, informed and secure and collaborate with their team at Prism. One of the key features of the app is the ability for clients to upload documents directly from their phone. This allows clients to easily share important financial information with their team at Prism.., no matter where they are. The app also offers an intuitive document management system that helps clients organize and track their financial documents. In addition to uploading documents, clients can also easily contact their team at Prism through the app. Whether it's a question about their accounts or just a quick check-in, clients can quickly and easily contact their Prism team via email. The app also provides clients with easy access to their Prism team's contact information, so they can reach out at any time. Overall, the new client portal offers a simple, convenient, and user-friendly way for clients to view their finances on-the-go. Whether they're at home, at work, or on-the-go, clients can view their accounts and stay connected to their team at Prism.. and make informed decisions about their financial future.

評分與評論

  • 此App未收到足夠的評分或評論以顯示概況。

- Customized Personal Finances layout within Accounts tab - Positions renamed to Allocation - Performance return chevrons - Repositioned date range calendar selection - Linking outside accounts - Minor UI changes and bug fixes

版本5.19.0

開發者Prism Planning and Solutions Group LLC表明App的私隱慣例或包括下列資料的處理。詳情請參閲 開發者的私隱政策 。

  • 與你連結的資料

    開發者可能會收集以下資料並連結你的個人身份：

    • 使用資料

  • 不會與你連結的資料

    開發者可能會收集以下資料，但不會連結你的個人身份：

    • 識別碼
    • 診斷

私隱慣例或因使用的功能或年齡等因素而異。 進一步了解

輔助使用

開發者尚未表示此 App 支援哪些輔助使用功能。 進一步了解

資料

供應商
  • Prism Planning and Solutions Group, LLC
大小
  • 55.6 MB
類別
  • 理財
相容性
須使用 iOS 15.6 或以上版本。
  • iPhone
    須使用 iOS 15.6 或以上版本。
  • iPad
    須使用 iPadOS 15.6 或以上版本。
  • iPod touch
    須使用 iOS 15.6 或以上版本。
  • Mac
    須使用 macOS 12.5 或以上版本及配備 Apple M1 或以上版本晶片的 Mac。
  • Apple Vision
    須使用 visionOS 1.0 或以上版本。
語言
  • 英文
年齡分級
4+
版權
  • © 2025 Prism Planning and Solutions Group LLC
  • 開發者網站
  • 私隱政策

    • 你可能也會喜歡