Product infographic carousel
Product infographic images
Product Infographic captions
-
1
"Unlock the future of wealth transfer with Prismm - Secure, seamless, and trusted."
-
1
"Bridge the generational gap with Prismm - Safeguarding legacies, securing futures."
-
1
"Empowering Financial Advisors to Safeguard Legacies and Secure Futures."
Product Description
About this Product
Prismm: Secure digital vault for seamless wealth transfer & client retention:
- Centralized digital vault: Store & share vital info securely.
- Seamless wealth transfer: Facilitate smooth inheritance planning.
- Strengthen client ties: Enhance trust & retain client relationships.
About Prismm
Prismm for Financial Advisors: The Ultimate Solution for Seamless Wealth Transfer and Client Retention
As a financial advisor, you understand the importance of preserving and growing your client relationships. However, the unfortunate reality is that many financial advisors lose the majority of their clients when they pass away due to breakdowns in the wealth transfer process. This is where Prismm steps in as an invaluable tool to help you navigate these challenges and ensure a seamless transfer of wealth to your clients' heirs.
Prismm is a digital vault that centralizes and securely stores your clients' essential documents, financial information, and estate planning details. By utilizing Prismm, you can facilitate a smooth and efficient transfer of wealth, ensuring the continuity of your relationships with your clients' heirs.
Product Details
Contact Us
Phone
Website
More info about us
Category
Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.