Vision Prism for Advisors

Vision Development Team

About this app

Vision Prism helps financial advisors consolidate and review client investments across multiple accounts, markets, and currencies.

Import holdings from PDF statements, screenshots, photos, Excel spreadsheets, and CSV files—even when an API or data feed is unavailable. Prism brings the information together in one portfolio for interactive analysis during client meetings.

KEY FEATURES

• Consolidate investments across accounts, brokers, markets, and currencies
• Import holdings from statements, images, spreadsheets, and CSV files
• Review asset allocation, exposure, historical performance, and risk
• Examine how portfolios performed during major market events
• Compare current holdings with a model portfolio
• Connect existing assets with financial goals
• Assess goal funding and prioritize important goals
• Track changes as client assets and plans are updated

Vision Prism is designed for financial advisors who need to review investments they may not directly manage, including held-away assets and internationally diversified portfolios.

An active Vision Prism account is required to use this app.

Vision Prism provides analytical tools and does not execute trades, manage client assets, or provide investment advice.