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Portfolio and goal analysis for advisors. Try 14 days with no card required.
Vision Prism for Advisors is a portfolio and financial-goal analysis workspace designed for financial advisors and planners. Start with a 14-day free trial. No credit card or payment method is required to begin, and the trial does not automatically convert to a paid subscription. When the trial ends, choose a monthly or annual subscription to continue using Vision Prism. Bring client investments from multiple accounts, institutions, markets, and currencies into one view—without requiring a direct connection to a financial institution. START WITH THE RECORDS YOUR CLIENT ALREADY HAS Import holdings from PDF statements, screenshots, photos, Excel spreadsheets, and CSV files. When enabled, PII redaction helps cover common identifying details before a document is uploaded for parsing. Original uploaded files are not retained after parsing. UNDERSTAND THE PORTFOLIO • Review holdings across accounts and currencies • Examine asset allocation and market exposure • Identify the assets, sectors, and regions driving returns • Review historical return, volatility, drawdown, and Sharpe ratio • Explore how the current allocation would have behaved during major market events • Compare current holdings with a user-selected model portfolio CONNECT ASSETS WITH CLIENT GOALS Add financial goals, expected future income, timing, priority, and planning assumptions. Vision Prism calculates: • Whether current assets can support the selected goals • The funding gap, if any • The minimum return required as a feasibility check • A target asset path for prioritized goals • Ongoing progress as market values and holdings change SHARE THE INSIGHTS YOU NEED Charts and tables can be shared individually, allowing advisors to select the analysis relevant to each client conversation and assemble their own client reports. BUILT FOR CLIENT REVIEWS Use Vision Prism during prospect discovery, planning discussions, and ongoing client reviews. One subscription supports unlimited clients on one licensed device. IMPORTANT Vision Prism is an analytical planning tool for professional use. It does not provide personalized investment advice, recommend securities, execute trades, hold client funds, or connect to brokerage accounts. Results depend on user inputs, assumptions, historical data, and third-party market data. Users must independently verify imported data and calculations. Historical, projected, and simulated results do not guarantee future performance.