Prism – Clients
Finance
Free · Designed for iPad
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.
Ratings & Reviews
This app hasn’t received enough ratings or reviews to display an overview.
- 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
The developer, Prism Planning and Solutions Group LLC, 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 Linked to You
The following data may be collected and linked to your identity:
- Usage Data
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Identifiers
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Prism Planning and Solutions Group, LLC
- Size
- 55.6 MB
- Category
- Finance
- Compatibility
Requires iOS 15.6 or later.
- iPhone
Requires iOS 15.6 or later. - iPad
Requires iPadOS 15.6 or later. - iPod touch
Requires iOS 15.6 or later. - Mac
Requires macOS 12.5 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2025 Prism Planning and Solutions Group LLC