Prism is an asset analysis terminal tailored specifically for professional financial advisors. Deeply optimized for the large-screen tablet environment, this App serves as a secure mobile client extension of our integrated wealth management platform.
As a proprietary closed-loop system, this App is not open to the general public, nor does it provide public registration or retail financial services. All core features within the system—including asset tracking, portfolio analysis, and chart generation—require a professional advisor account pre-authorized and configured by our institution to function.
Asset Analysis Tool