Vision Prism for Advisors

Vision Prism for Advisors is a portfolio and financial-goal analysis workspace designed for financial advisors and planners. New Vision Prism accounts receive 14 days of free access starting at registration. No credit card or payment method is required to register. This account trial does not start an Apple subscription or automatically convert to a paid subscription. You may choose a monthly or annual subscription during or after the 14-day period. 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…