Prism – Clients

5.23.0

Prism Planning and Solutions Group, LLC

0.00

0 reviews

10+
Downloads

Free

Prism Planning and Solutions Group Client Portal

10+ downloads

Download from Google Play iOS version

About Prism – Clients

Prism – Clients is a finance app developed by Prism Planning and Solutions Group, LLC.

Download Statistics

Prism – Clients has been downloaded 30 times. In the last 30 days, the app was downloaded 0 times.

User Ratings

The app has no ratings yet.

App Information

Prism – Clients is FREE to download. The APK download size is 61.34 MB. The latest version available is 5.23.0. The last update was on July 19, 2026.

Technical Requirements

The app has a content rating of Everyone. The app has been available on Google Play March 2023.

Description

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.

Recent changes:
- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes

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More data about Prism – Clients

Price	Free to download
Total downloads	30
Recent downloads	0
Rating	No ratings
Ranking	Not ranked
Version	5.23.0
APK size	61.3 MB
Number of libraries	?
Suitable for	Everyone
Ads	NO ads

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Prism – Clients compared with similar apps

Common keywords of similar apps

Team Offers Contact Planning Solutions Group Convenient Informed Changing Tab Managed Clients Prism App Accounts Portal Financial Client View Documents Easily Features Information

Keywords missing from this app

Mobile Manage Services Ubs Management Access Data Work Track Review Time Firm Notes Bank Investment Secure Cash Including Create Stay Files Canopy Send Cetera Reports Web Transactions Payments Account Plan Professional Accounting Home Email Sms Customers Income Real

Downloads over time

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Prism – Clients has been downloaded 30 times. Over the past 30 days, it has been downloaded 0 times.

Changelog of Prism – Clients

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Developer information for Prism Planning and Solutions Group, LLC

Prism Planning and Solutions Group, LLC

ashley@ppsgrp.com

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Google Play Rankings for Prism – Clients

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Technologies used by Prism – Clients

15 permissions

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