From statement to second opinion.
PRISM reconstructs what a prospect actually owns beneath their funds, then surfaces the few things that matter.
Load the portfolio
Upload a statement, a spreadsheet or a list of tickers.
Drop in a CSV or Excel file, paste tickers, or upload screenshots of a prospect’s brokerage statement (up to 10 screens or pages). PRISM matches every position and the advisor confirms the holdings before PRISM analyzes them.
Look through every layer
Every fund is unwrapped to the securities it actually holds.
ETFs, Canadian mutual funds and US mutual funds are unwrapped to their underlying securities — including funds that hold other funds, up to three layers deep — so the portfolio’s true economic exposure is rebuilt from the bottom up.
Surface what matters
A short diagnosis and the few findings that deserve attention.
PRISM Intelligence summarizes the portfolio in a few sentences, and Priority Findings show only the observations that cross PRISM’s thresholds — hidden exposure, fund overlap, product cost, concentration — not every metric PRISM calculates.
Verify the evidence
Every finding links to the detail behind it.
Each finding links straight to its supporting look-through, fund overlap or cost detail, so the advisor can see exactly why PRISM raised it before discussing it with the prospect.
Model a proposed change
Show the prospect how a proposed position would change their portfolio.
Enter a ticker and a dollar amount. What-If shows the prospect how adding a proposed position would change concentration, the top position, sector weights and overlap — computed on the same look-through as the analysis.
See it on the sample portfolio.
Run the sample portfolio to see the diagnosis, the findings and the evidence behind them.
Private beta for wealth advisors. No brokerage connection. Read-only analysis.