About Prism
Democratizing institutional research for advisors, asset managers, and self-directed investors.
Purpose-built research infrastructure has long been the exclusive domain of large institutional firms. Independent advisors, boutique asset managers, and self-directed investors were left with spreadsheets, manual data pulls, and gut feel. We built Prism to change that.
The origin
Shore Cloud Tech was founded by a practitioner who spent years inside financial services firms watching the same problem repeat. Analysts at large institutions had purpose-built AI research infrastructure. The advisors and portfolio managers who actually talked to clients were doing research in spreadsheets.
The signals were already out there. Analyst consensus, options chains, RSI, insider activity, earnings history. What independent practices lacked was a platform that pulled them together, scored them coherently, and let a leading AI model synthesize what it all meant in plain English.
Prism is that platform. Institutional-quality research infrastructure, built for independent practices — live in minutes, priced for a firm, not an investment bank.
How we think about this
Screening, not advice
Prism is a research screening tool. It surfaces signals and context — your advisers make the calls. Every AI narrative carries a clear disclaimer and is designed to support, not replace, professional judgment.
Your data stays yours
Each firm runs in an isolated tenant with PostgreSQL Row-Level Security enforced at the database engine. Your client data, watchlists, and activity logs are never commingled with another firm's data.
Compliance first
We recommend a securities attorney review before going live with clients. The platform includes a professional-use certification gate and audit logging for regulatory purposes.
Want to see it yourself?
We do live demos on real tickers. No slides, no generic pitch — just the platform running on your watchlist.
Request a Demo