AI-Powered Research Screening for Investment Advisers
Give your clients institutional-grade equity analysis — without the institutional price tag. Prism surfaces conviction-level insights on any ticker in seconds.
Your clients deserve better than a Bloomberg terminal printout.
❌ Manual research takes hours per ticker
❌ Generic screeners ignore what RIAs actually care about
❌ AI tools aren't built for regulated advice workflows
Features
Everything your practice needs
7-Signal Conviction Model
Weighted scoring from analyst consensus to insider activity. Every ticker gets a 0-100 conviction score in seconds.
AI Conviction Narrative
Leading AI synthesizes all signals into a plain-English investment thesis. Fresh on every refresh.
Options Intelligence
IV rank, put/call ratio, max pain, and unusual activity flags — the signals institutional traders watch every morning.
5 Trading Personas
Conservative, Momentum, Value, RSI, Range — each with a tailored view so clients see what matters to their strategy.
White-Label Branding
Your logo, colors, and domain. Clients experience your brand. Prism powers it behind the scenes.
RIA-Ready Compliance
Professional certification gate, audit logs, and copy that never says "buy" or "sell." Built for regulated workflows.
AI-Powered
Research intelligence that reads like your best analyst wrote it.
- →Powered by leading AI reasoning models — the same class of intelligence used by institutional research desks
- →Synthesizes analyst consensus, insider patterns, momentum signals, earnings history, and options flow into one coherent thesis
- →Updates on demand — fresh narrative every time a client opens a position
- →Designed to augment your judgement, not replace it
Options Intelligence
See what the options market is telling you — at a glance.
Most screeners ignore the options market. Prism surfaces the signals institutional traders watch every morning.
White-Label
Your brand. Your clients. Your edge.
Clients experience your brand, powered by Prism behind the scenes. Custom domain, logo, colors, and login page included on all plans.
Custom Domain
Deploy to research.yourfirm.com — clients never see the Prism brand.
Brand Colors & Logo
Your logo in the header, your primary color throughout the UI.
Branded Emails
Invitation and notification emails arrive from your domain.
How It Works
Up and running in minutes
Connect your client list
Invite clients via email. They sign in with Google, Microsoft, or magic link. No app download required.
Build your universe
Create custom stock groups for each strategy or client type. Drag and drop tickers into any group.
Screen with confidence
Every ticker is scored, analyzed by AI, and explained in plain English. In seconds, not hours.
Pricing
Simple, transparent pricing
No setup fees. No per-user charges. Just one monthly rate that scales with your practice.
Early Adopter
Limited availability. Lock in the founding member rate before we launch publicly.
- Full platform access
- 1 RIA user
- Up to 10 clients
- All AI features
- White-label branding
- Email support
Basic
Starting at
Everything you need to get your practice running on Prism.
- Full platform access
- 2 RIA users
- Up to 25 clients
- All AI features
- White-label branding
- Email support
Pro
Starting at
For growing practices with larger client rosters.
- Full platform access
- 5 RIA users
- Up to 100 clients
- All AI features
- White-label branding
- Priority support
- Advanced analytics
Enterprise
Starting at
For larger RIAs and multi-advisor practices.
- Full platform access
- Unlimited RIA users
- Unlimited clients
- All AI features
- White-label branding
- SLA guarantee
- Dedicated onboarding
- Custom integrations
Azure hosting costs are the client's responsibility (estimated $250–$1,640/mo depending on configuration). Full pricing details →
Stay in the loop
Get Prism updates, RIA technology insights, and early access announcements. No spam — unsubscribe anytime.