PORTFOLIO INTELLIGENCE FOR WEALTH ADVISORS
Turn an outside portfolio into a compelling second opinion.
PRISM takes a prospect’s existing holdings and looks through ETFs and mutual funds to reveal the concentration, overlap, exposures and product costs that aren’t obvious from the statement — then turns that analysis into a clear, advisor-ready conversation.
Private beta for wealth advisors. Try the sample portfolio now.
HOW IT WORKS
From statement to second opinion
01
Load the portfolio
Paste or upload a prospect’s current holdings — ETFs, mutual funds and individual securities.
02
Look through the wrappers
PRISM looks through ETFs and mutual funds, including funds of funds, to their underlying holdings and reconstructs the portfolio’s true economic exposure.
03
Surface what matters
Identify hidden concentration, cross-fund overlap, sector exposure, product costs and structural risks.
04
Create the conversation
Turn complex portfolio analytics into clear findings an advisor can discuss with the prospect.
What PRISM can reveal
True concentration
See the underlying single-name and sector exposures after every fund is unwrapped.
Cross-fund overlap
Identify where different funds repeatedly own the same underlying securities.
Product costs
Translate weighted MERs into an annual dollar cost the prospect can understand.
Hidden exposures
Combine direct holdings with exposure embedded inside ETFs and mutual funds.
Structural risk
Flag hidden positions, redundant funds, single-name concentration and illiquid underlying assets.
PRISM Intelligence
A plain-English read of what matters in the portfolio.
ONE PLATFORM · THREE WAYS ADVISORS USE PRISM
PROSPECTS
Win the next client
Turn an outside portfolio into a differentiated Second Opinion conversation.
CLIENTSCOMING NEXT
Serve the book you have
Bring the same look-through intelligence into portfolio reviews, monitoring and review prep.
SCALECOMING NEXT
Run a sharper practice
Surface risks, opportunities and portfolios that deserve attention across the book.
Ready to run a second opinion?
See what PRISM can reveal beneath an outside portfolio.
Private beta for wealth advisors.