Streamline Wealth Transfer and Asset Management for Your Clients in the Digital Age

Empower Your Financial
Institution with Prismm’s
Digital Vault Solution.

The Wealth Transfer Challenge

Prismm: The ultimate wealth transfer
solution for financial institutions

When it comes to managing wealth and assets, especially during end-of-life situations, your customers face real challenges. The stress and confusion of these moments can lead to missed assets, delayed transfers, and upset beneficiaries. Prismm is here to help. Our digital vault makes it easier for your institution to support clients through these tough times, ensuring everything is handled smoothly and with care.

a screenshot of a example Prismm account dashboard

Document Consolidation

Secure storage and organization of critical client documents, accessible when needed.

Asset Dashboard

Comprehensive financial overview through easy account integration.

Smart Transfer

Streamlined wealth transfer process with automatic cash asset distribution to beneficiaries.

Prismm's enterprise view of the dashboard

Manage Everything
in One Place

Prismm offers a seamless experience for your institution and clients. Our Enterprise Dashboard gives you a comprehensive view of client data, while the Personal Dashboard lets clients securely manage their accounts and assets. Prismm’s all-in-one digital vault simplifies access to information, reducing stress and delays. This dual-view approach ensures your institution can provide the best support, allowing clients to focus on what truly matters during difficult times.

Are you a client of a
financial institution?

Ask your advisor about Prismm or sign up for an individual
account to start organizing your digital legacy today.

Did you know?

Fact: Greatest Wealth Transfer set to take place in the next 10 years.

0%

of all US assets are
tied to Baby Boomers.

0%

of Gen Xers & Millenials are in
search of simple seamless estate planning.

admin time saved by
financial professionals using
Prismm.

Evette W,
Management Executive

“Prismm is a game-changer for securing and managing our clients’ financial legacies."

Sam T,

Financial Advisor

“Prismm has been invaluable in helping me bring the next generation into the legacy conversation. It’s made it easier to engage my clients' children, ensuring their family wealth is understood and protected across generations."